-73.5%
INDI vs VT
+69.4%
-142.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.8% | -4.1% | -10.7% | -2.9% |
| 7D | -23.9% | -4.2% | -19.7% | -12.7% |
| 30D | -52.5% | -5.8% | -46.7% | -42.3% |
| 3M | -60.0% | -5.2% | -54.8% | -51.8% |
| 6M | -70.6% | +0.1% | -70.7% | -68.7% |
| YTD | -61.6% | +8.2% | -69.8% | -67.2% |
| 1Y | -71.8% | +10.1% | -81.9% | -77.0% |
| All | -73.5% | +69.4% | -142.8% | -94.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling