+115.1%
INDA vs VEU
+204.5%
-89.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.6% | -0.5% |
| 7D | +0.7% | +1.1% | -0.4% | -0.3% |
| 30D | -0.8% | +2.2% | -3.0% | -2.7% |
| 3M | +3.9% | +3.0% | +1.0% | +0.8% |
| 6M | -0.7% | +10.9% | -11.6% | -10.2% |
| YTD | -7.7% | +18.2% | -25.9% | -21.4% |
| 1Y | -5.1% | +28.3% | -33.4% | -25.3% |
| 3Y | +13.6% | +74.6% | -61.0% | -34.3% |
| 5Y | +7.8% | +56.4% | -48.6% | -31.1% |
| 10Y | +84.6% | +153.0% | -68.4% | -28.0% |
| All | +115.1% | +204.5% | -89.3% | -28.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling