+773.7%
INBX price history and return analytics
+50.4%
+723.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -3.3% |
| 7D | -9.8% | -1.1% | -8.7% | -8.3% |
| 30D | +11.1% | -1.0% | +12.1% | +12.8% |
| 3M | +16.8% | +3.2% | +13.7% | +11.3% |
| 6M | +48.7% | +12.5% | +36.2% | +27.2% |
| YTD | +38.3% | +14.1% | +24.3% | +16.4% |
| 1Y | +284.1% | +18.9% | +265.2% | +208.8% |
| All | +773.7% | +50.4% | +723.2% | +566.2% |
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 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