-87.7%
INBS vs VOO
+18.2%
-105.9%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.8% | -3.6% | -3.4% |
| 7D | -4.5% | -0.8% | -3.7% | -3.9% |
| 30D | -16.1% | -1.1% | -15.1% | -15.5% |
| 3M | -11.1% | +3.9% | -15.0% | -14.1% |
| 6M | -47.8% | +13.6% | -61.4% | -54.4% |
| YTD | -77.6% | +12.7% | -90.4% | -80.1% |
| 1Y | -87.7% | +17.6% | -105.3% | -89.5% |
| All | -87.7% | +18.2% | -105.9% | -89.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling