+6.0%
INDA vs VIG
+62.2%
-56.3%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.3% | -0.5% |
| 7D | -2.6% | -1.2% | -1.4% | -1.9% |
| 30D | -2.9% | -2.8% | -0.1% | -1.2% |
| 3M | +2.4% | +2.5% | -0.1% | +0.9% |
| 6M | -2.6% | +8.1% | -10.7% | -7.0% |
| YTD | -10.0% | +9.6% | -19.5% | -14.7% |
| 1Y | -7.7% | +14.2% | -21.8% | -14.7% |
| 3Y | +8.9% | +56.1% | -47.2% | -17.4% |
| 5Y | +6.0% | +62.8% | -56.9% | -22.0% |
| All | +6.0% | +62.2% | -56.3% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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