-8.4%
INDA vs VO
+13.4%
-21.9%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | 0.0% | -0.4% |
| 7D | -2.6% | -0.6% | -2.0% | -2.3% |
| 30D | -2.9% | -1.9% | -1.0% | -1.9% |
| 3M | +2.4% | +3.3% | -0.9% | +0.5% |
| 6M | -2.6% | +9.7% | -12.3% | -8.0% |
| YTD | -10.0% | +12.6% | -22.6% | -14.9% |
| All | -8.4% | +13.4% | -21.9% | -13.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling