+286.5%
INBX vs VT
+21.2%
+265.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.5% | -5.1% | -4.5% |
| 7D | -8.3% | +1.0% | -9.3% | -10.4% |
| 30D | +29.0% | -0.2% | +29.2% | +29.7% |
| 3M | +28.3% | +4.5% | +23.7% | +14.8% |
| 6M | +65.3% | +14.1% | +51.2% | +22.2% |
| YTD | +44.7% | +14.8% | +30.0% | +5.0% |
| All | +286.5% | +21.2% | +265.3% | +168.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling