+18.0%
INDA vs VSXY
+37.5%
-19.5%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.1% | -2.1% | +0.8% |
| 7D | -2.7% | +0.1% | -2.8% | -2.7% |
| 30D | -2.8% | -18.7% | +15.9% | -1.8% |
| 3M | +1.6% | -4.0% | +5.6% | +1.6% |
| 6M | -1.4% | +67.5% | -68.9% | -5.1% |
| YTD | -10.1% | +39.7% | -49.8% | -12.9% |
| 1Y | -8.8% | +180.0% | -188.7% | -15.3% |
| 3Y | +7.6% | +337.3% | -329.7% | -6.2% |
| 5Y | +5.8% | +22.7% | -16.9% | +0.2% |
| All | +18.0% | +37.5% | -19.5% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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