+566.0%
INBX vs VT
+46.5%
+519.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.3% | -4.8% | -4.6% |
| 7D | -1.4% | +2.4% | -3.8% | -4.7% |
| 30D | -2.3% | -1.5% | -0.8% | +0.4% |
| 3M | -14.1% | -4.1% | -10.0% | -7.9% |
| 6M | -29.4% | +0.6% | -29.9% | -29.7% |
| YTD | +5.4% | +11.0% | -5.6% | -7.0% |
| 1Y | +11.6% | +13.3% | -1.7% | -4.1% |
| All | +566.0% | +46.5% | +519.6% | +431.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling