+12.7%
INDA vs VLTO
+26.2%
-13.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.5% |
| 7D | -1.0% | -1.6% | +0.6% | -0.8% |
| 30D | -2.5% | -2.9% | +0.3% | -2.2% |
| 3M | +4.0% | +12.7% | -8.7% | +2.1% |
| 6M | -1.8% | +1.6% | -3.4% | -2.2% |
| YTD | -9.2% | -4.0% | -5.2% | -8.8% |
| 1Y | -7.2% | -10.2% | +3.0% | -5.9% |
| All | +12.7% | +26.2% | -13.5% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling