-7.4%
INDA vs VT
+15.2%
-22.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +1.0% | +1.5% |
| 7D | +6.9% | -0.3% | +7.2% | +7.1% |
| 30D | +7.4% | -1.4% | +8.9% | +8.5% |
| 3M | -1.0% | -1.4% | +0.4% | 0.0% |
| 6M | +2.9% | +5.5% | -2.6% | -1.5% |
| YTD | -7.4% | +12.8% | -20.3% | -15.7% |
| 1Y | -7.4% | +15.4% | -22.8% | -16.2% |
| All | -7.4% | +15.2% | -22.6% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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