-86.2%
INDI vs VT
+136.3%
-222.5%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.8% | -4.1% | -10.7% | -9.1% |
| 7D | -23.9% | -4.2% | -19.7% | -18.5% |
| 30D | -52.5% | -5.8% | -46.7% | -47.7% |
| 3M | -60.0% | -5.2% | -54.8% | -56.1% |
| 6M | -70.6% | +0.1% | -70.7% | -69.3% |
| YTD | -61.6% | +8.2% | -69.8% | -63.6% |
| 1Y | -71.8% | +10.1% | -81.9% | -73.7% |
| 3Y | -74.1% | +69.7% | -143.8% | -83.5% |
| 5Y | -89.8% | +53.4% | -143.1% | -93.1% |
| All | -86.2% | +136.3% | -222.5% | -91.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling