+26.1%
INBK price history and return analytics
+229.8%
-203.6%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.9% | -4.6% | -4.9% |
| 7D | -5.9% | -1.1% | -4.8% | -4.6% |
| 30D | -4.1% | -1.0% | -3.1% | -3.0% |
| 3M | +9.7% | +3.2% | +6.6% | +4.8% |
| 6M | +43.2% | +12.5% | +30.7% | +20.9% |
| YTD | +34.9% | +14.1% | +20.8% | +11.7% |
| 1Y | +18.3% | +18.9% | -0.6% | -8.0% |
| 3Y | +60.7% | +74.1% | -13.4% | -24.2% |
| 5Y | +4.2% | +66.9% | -62.6% | -47.8% |
| All | +26.1% | +229.8% | -203.6% | -69.5% |
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