+9.1%
INDA vs VEU
+47.6%
-38.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | +1.1% | +2.1% | -1.0% | -0.2% |
| 30D | +9.4% | -0.9% | +10.3% | +9.9% |
| 3M | +2.9% | -5.4% | +8.3% | +6.4% |
| 6M | +7.2% | -1.8% | +9.0% | +8.0% |
| YTD | -4.8% | +10.9% | -15.7% | -11.2% |
| 1Y | -5.1% | +13.6% | -18.6% | -12.8% |
| 3Y | +16.7% | +69.3% | -52.6% | -18.1% |
| All | +9.1% | +47.6% | -38.5% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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