+475.6%
INDB vs VT
+345.0%
+130.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.1% | +1.7% | +1.9% |
| 7D | +0.8% | -4.2% | +5.0% | +5.3% |
| 30D | +6.3% | -5.8% | +12.1% | +12.9% |
| 3M | -0.8% | -5.2% | +4.5% | +4.7% |
| 6M | +10.0% | +0.1% | +9.9% | +8.9% |
| YTD | +18.3% | +8.2% | +10.1% | +7.5% |
| 1Y | +25.0% | +10.1% | +14.8% | +11.5% |
| 3Y | +74.3% | +69.7% | +4.6% | -0.4% |
| 5Y | +10.6% | +53.4% | -42.7% | -30.6% |
| 10Y | +111.4% | +219.2% | -107.8% | -38.8% |
| All | +475.6% | +345.0% | +130.6% | +36.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling