+9.1%
INDA vs VT
+57.0%
-47.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | +1.1% | +2.4% | -1.3% | -0.3% |
| 30D | +9.4% | -1.5% | +10.9% | +10.2% |
| 3M | +2.9% | -4.1% | +7.1% | +5.4% |
| 6M | +7.2% | +0.6% | +6.7% | +6.7% |
| YTD | -4.8% | +11.0% | -15.8% | -10.7% |
| 1Y | -5.1% | +13.3% | -18.4% | -12.1% |
| 3Y | +16.7% | +73.4% | -56.7% | -17.3% |
| All | +9.1% | +57.0% | -47.9% | -16.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling