-86.2%
INDI vs VT
+53.4%
-139.6%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +33.6% | +0.2% | +33.3% | +33.0% |
| 7D | +9.7% | -2.3% | +12.0% | +17.6% |
| 30D | -33.9% | -5.0% | -29.0% | -23.6% |
| 3M | -47.2% | -4.9% | -42.4% | -38.5% |
| 6M | -60.6% | -1.5% | -59.0% | -56.4% |
| YTD | -48.7% | +8.5% | -57.2% | -55.1% |
| 1Y | -61.2% | +11.4% | -72.5% | -68.0% |
| 3Y | -64.6% | +70.1% | -134.7% | -87.0% |
| All | -86.2% | +53.4% | -139.6% | -93.0% |
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