+115.9%
INDA vs VT
+221.8%
-105.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | +1.1% | +2.4% | -1.3% | -0.9% |
| 30D | +9.4% | -1.5% | +10.9% | +10.5% |
| 3M | +2.9% | -4.1% | +7.1% | +6.4% |
| 6M | +7.2% | +0.6% | +6.7% | +6.3% |
| YTD | -4.8% | +11.0% | -15.8% | -13.2% |
| 1Y | -5.1% | +13.3% | -18.4% | -15.0% |
| 3Y | +16.7% | +73.4% | -56.7% | -29.3% |
| 5Y | +8.8% | +57.4% | -48.7% | -28.3% |
| All | +115.9% | +221.8% | -105.9% | -33.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling