+6.0%
INDA vs VSAT
+45.0%
-39.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.9% | +6.1% | -0.6% |
| 7D | -2.6% | +3.5% | -6.1% | -2.7% |
| 30D | -2.9% | -14.7% | +11.8% | -2.4% |
| 3M | +2.4% | +13.2% | -10.8% | +1.5% |
| 6M | -2.6% | +57.4% | -60.0% | -4.8% |
| YTD | -10.0% | +110.0% | -119.9% | -13.1% |
| 1Y | -7.7% | +134.4% | -142.1% | -11.6% |
| 3Y | +8.9% | +203.5% | -194.6% | +0.4% |
| 5Y | +6.0% | +47.1% | -41.2% | -4.1% |
| All | +6.0% | +45.0% | -39.0% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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