-100.0%
INBS price history and return analytics
+63.7%
-163.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.4% | -1.2% |
| 7D | -4.8% | -2.0% | -2.8% | -2.3% |
| 30D | +6.8% | -1.4% | +8.3% | +8.6% |
| 3M | -6.8% | +4.7% | -11.5% | -12.6% |
| 6M | -46.5% | +11.4% | -57.9% | -53.8% |
| YTD | -77.0% | +13.1% | -90.1% | -80.6% |
| 1Y | -87.1% | +19.0% | -106.1% | -89.9% |
| 3Y | -98.9% | +73.9% | -172.8% | -99.4% |
| 5Y | -100.0% | +65.4% | -165.4% | -100.0% |
| All | -100.0% | +63.7% | -163.6% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling