-38.1%
INDO vs VT
+66.2%
-104.3%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +10.0% | +0.4% | +9.6% | +10.1% |
| 30D | +13.3% | +1.0% | +12.3% | +13.4% |
| 3M | +4.4% | +2.4% | +2.0% | +5.0% |
| 6M | -32.1% | +12.0% | -44.1% | -30.9% |
| YTD | +4.8% | +15.3% | -10.6% | +6.6% |
| 1Y | +5.9% | +22.6% | -16.7% | +7.4% |
| 3Y | -12.0% | +74.7% | -86.7% | -21.6% |
| All | -38.1% | +66.2% | -104.3% | -52.8% |
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