+10.4%
INDA vs VO
+38.8%
-28.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.5% | -0.9% |
| 7D | +3.1% | +0.2% | +2.9% | +2.9% |
| 30D | +11.3% | +2.0% | +9.3% | +10.1% |
| 3M | +3.0% | -0.3% | +3.3% | +3.1% |
| 6M | +6.5% | +7.3% | -0.7% | +2.9% |
| YTD | -4.6% | +15.0% | -19.5% | -10.8% |
| 1Y | -5.8% | +14.7% | -20.4% | -11.9% |
| 3Y | +16.8% | +67.3% | -50.5% | -10.0% |
| 5Y | +10.4% | +38.8% | -28.4% | -7.2% |
| All | +10.4% | +38.8% | -28.4% | -7.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling