+4.8%
INDA vs VSXY
+15.5%
-10.8%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.1% | +1.9% | -1.0% |
| 7D | -3.6% | -0.3% | -3.3% | -3.6% |
| 30D | -4.0% | -22.1% | +18.1% | -2.7% |
| 3M | +1.7% | -1.1% | +2.9% | +1.6% |
| 6M | -3.6% | +53.8% | -57.5% | -6.9% |
| YTD | -11.0% | +35.5% | -46.5% | -13.6% |
| 1Y | -9.5% | +186.0% | -195.5% | -16.3% |
| 3Y | +7.6% | +343.2% | -335.5% | -7.1% |
| 5Y | +4.8% | +19.0% | -14.2% | +1.9% |
| All | +4.8% | +15.5% | -10.8% | +1.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling