+80.6%
INDA vs VO
+197.9%
-117.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.2% | -0.5% |
| 7D | -3.6% | -2.5% | -1.1% | -1.9% |
| 30D | -4.0% | -3.2% | -0.7% | -1.7% |
| 3M | +1.7% | +3.9% | -2.2% | -1.0% |
| 6M | -3.6% | +9.6% | -13.3% | -9.6% |
| YTD | -11.0% | +11.6% | -22.6% | -17.6% |
| 1Y | -9.5% | +12.6% | -22.1% | -17.0% |
| 3Y | +7.6% | +55.4% | -47.7% | -23.0% |
| 5Y | +4.8% | +41.8% | -37.1% | -21.1% |
| All | +80.6% | +197.9% | -117.4% | -30.4% |
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