+773.7%
INBX vs VOO
+49.5%
+724.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.8% | -2.8% | -3.1% |
| 7D | -9.8% | -0.8% | -9.1% | -8.8% |
| 30D | +11.1% | -1.1% | +12.2% | +12.8% |
| 3M | +16.8% | +3.9% | +12.9% | +10.5% |
| 6M | +48.7% | +13.6% | +35.0% | +26.5% |
| YTD | +38.3% | +12.7% | +25.6% | +18.8% |
| 1Y | +284.1% | +17.6% | +266.5% | +217.4% |
| All | +773.7% | +49.5% | +724.1% | +915.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling