-76.5%
INDI vs VT
+144.6%
-221.1%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.3% | -0.7% |
| 7D | +44.7% | -0.7% | +45.4% | +47.8% |
| 30D | -1.1% | -1.7% | +0.7% | +3.2% |
| 3M | -39.6% | -2.3% | -37.3% | -36.2% |
| 6M | -51.5% | +1.5% | -53.0% | -50.1% |
| YTD | -34.8% | +12.0% | -46.9% | -40.8% |
| 1Y | -44.6% | +12.9% | -57.4% | -49.9% |
| 3Y | -59.2% | +74.9% | -134.2% | -75.0% |
| 5Y | -83.1% | +59.9% | -143.0% | -89.2% |
| All | -76.5% | +144.6% | -221.1% | -86.2% |
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 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