-23.8%
INDL vs VT
+53.2%
-77.0%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.0% | +4.7% |
| 7D | +10.9% | -4.2% | +15.1% | +16.4% |
| 30D | +13.5% | -5.8% | +19.3% | +21.5% |
| 3M | -3.1% | -5.2% | +2.2% | +3.1% |
| 6M | -0.5% | +0.1% | -0.7% | -0.7% |
| YTD | -20.4% | +8.2% | -28.6% | -27.0% |
| 1Y | -22.0% | +10.1% | -32.1% | -29.9% |
| 3Y | 0.0% | +69.7% | -69.7% | -46.9% |
| 5Y | -23.8% | +53.4% | -77.2% | -51.0% |
| All | -23.8% | +53.2% | -77.0% | -51.0% |
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