-99.7%
INAB price history and return analytics
+65.2%
-165.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | -11.5% | +2.4% | -13.9% | -13.8% |
| 30D | -31.7% | -1.5% | -30.2% | -30.1% |
| 3M | -30.5% | -4.1% | -26.4% | -26.9% |
| 6M | -48.4% | +0.6% | -49.0% | -48.6% |
| YTD | -65.0% | +11.0% | -76.0% | -68.8% |
| 1Y | -50.0% | +13.3% | -63.3% | -56.4% |
| 3Y | -97.4% | +73.4% | -170.8% | -98.6% |
| 5Y | -99.7% | +57.4% | -157.1% | -99.8% |
| All | -99.7% | +65.2% | -165.0% | -99.8% |
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