-86.6%
INDI vs VT
+57.0%
-143.7%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.3% | -3.4% | -3.0% |
| 7D | +16.0% | +2.4% | +13.7% | +10.5% |
| 30D | +4.7% | -1.5% | +6.2% | +11.5% |
| 3M | -49.3% | -4.1% | -45.2% | -41.9% |
| 6M | -53.4% | +0.6% | -54.0% | -50.7% |
| YTD | -40.5% | +11.0% | -51.5% | -50.3% |
| 1Y | -46.7% | +13.3% | -60.0% | -57.4% |
| 3Y | -63.7% | +73.4% | -137.1% | -87.2% |
| All | -86.6% | +57.0% | -143.7% | -93.8% |
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 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