+116.3%
INDA vs VO
+197.6%
-81.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.5% |
| 7D | +3.1% | +2.9% | +0.1% | +1.0% |
| 30D | +9.1% | +1.0% | +8.1% | +8.3% |
| 3M | +3.2% | -1.7% | +4.9% | +4.3% |
| 6M | +8.5% | +6.7% | +1.8% | +3.6% |
| YTD | -4.6% | +14.0% | -18.6% | -13.1% |
| 1Y | -5.5% | +13.7% | -19.2% | -13.8% |
| 3Y | +16.7% | +65.8% | -49.1% | -20.3% |
| 5Y | +9.0% | +36.6% | -27.6% | -14.8% |
| All | +116.3% | +197.6% | -81.3% | -14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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