-63.3%
INDI vs VT
+151.8%
-215.1%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.8% | +3.8% |
| 7D | -4.8% | +0.4% | -5.2% | -5.3% |
| 30D | +6.2% | +1.0% | +5.2% | +5.2% |
| 3M | -25.0% | +2.4% | -27.4% | -25.7% |
| 6M | +39.5% | +12.0% | +27.5% | +23.2% |
| YTD | +2.0% | +15.3% | -13.4% | -12.9% |
| 1Y | -15.9% | +22.6% | -38.5% | -32.7% |
| 3Y | -47.9% | +74.7% | -122.6% | -69.0% |
| 5Y | -66.4% | +66.1% | -132.6% | -79.8% |
| All | -63.3% | +151.8% | -215.1% | -79.6% |
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