-76.9%
INDO vs VT
+115.7%
-192.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.7% | +2.8% |
| 7D | -8.2% | -2.3% | -5.9% | -7.0% |
| 30D | -10.8% | -5.0% | -5.9% | -8.4% |
| 3M | -11.2% | -4.9% | -6.3% | -8.8% |
| 6M | -20.8% | -1.5% | -19.3% | -20.8% |
| YTD | -15.7% | +8.5% | -24.2% | -21.6% |
| 1Y | -8.5% | +11.4% | -19.9% | -16.5% |
| 3Y | -28.4% | +70.1% | -98.5% | -57.1% |
| 5Y | -39.0% | +53.7% | -92.7% | -58.9% |
| All | -76.9% | +115.7% | -192.6% | -92.1% |
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