+802.4%
INBX vs VT
+50.4%
+752.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.3% |
| 7D | -9.7% | -0.1% | -9.6% | -9.5% |
| 30D | +21.2% | -0.7% | +21.9% | +22.6% |
| 3M | +26.7% | +4.0% | +22.7% | +19.2% |
| 6M | +57.1% | +12.3% | +44.8% | +34.7% |
| YTD | +42.9% | +14.0% | +28.8% | +20.4% |
| 1Y | +281.5% | +20.3% | +261.2% | +203.0% |
| All | +802.4% | +50.4% | +752.0% | +588.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling