-89.6%
INDI vs VT
+53.1%
-142.7%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.8% | -4.1% | -10.7% | -4.8% |
| 7D | -23.9% | -4.2% | -19.7% | -14.4% |
| 30D | -52.5% | -5.8% | -46.7% | -43.9% |
| 3M | -60.0% | -5.2% | -54.8% | -53.1% |
| 6M | -70.6% | +0.1% | -70.7% | -68.9% |
| YTD | -61.6% | +8.2% | -69.8% | -66.2% |
| 1Y | -71.8% | +10.1% | -81.9% | -76.1% |
| 3Y | -74.1% | +69.7% | -143.8% | -90.4% |
| All | -89.6% | +53.1% | -142.7% | -94.7% |
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