+77.5%
INDB vs VT
+222.7%
-145.2%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | -0.3% | +2.9% | -3.2% | -3.2% |
| 30D | +9.6% | -2.5% | +12.1% | +12.2% |
| 3M | -0.6% | -3.3% | +2.7% | +2.5% |
| 6M | +11.1% | +1.5% | +9.5% | +8.5% |
| YTD | +17.9% | +11.4% | +6.6% | +4.3% |
| 1Y | +24.6% | +11.9% | +12.7% | +9.6% |
| 3Y | +81.0% | +73.9% | +7.1% | +2.5% |
| 5Y | +13.8% | +57.9% | -44.1% | -29.1% |
| All | +77.5% | +222.7% | -145.2% | -52.3% |
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