-42.4%
INAB price history and return analytics
+18.7%
-61.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.7% | +3.0% |
| 7D | -5.2% | -2.0% | -3.2% | -2.6% |
| 30D | +4.8% | -1.4% | +6.2% | +6.8% |
| 3M | -21.4% | +4.7% | -26.2% | -26.8% |
| 6M | -39.2% | +11.4% | -50.6% | -48.2% |
| YTD | -53.0% | +13.1% | -66.0% | -62.5% |
| 1Y | -42.4% | +19.0% | -61.4% | -59.2% |
| All | -42.4% | +18.7% | -61.1% | -59.2% |
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