-78.8%
INDO vs VT
+120.2%
-199.0%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -0.5% | -5.7% | -5.9% |
| 7D | -15.0% | -0.1% | -14.8% | -14.9% |
| 30D | -17.2% | -3.1% | -14.1% | -15.8% |
| 3M | -22.3% | -3.5% | -18.8% | -20.8% |
| 6M | -26.5% | +0.5% | -27.0% | -27.3% |
| YTD | -22.5% | +10.8% | -33.3% | -28.8% |
| 1Y | -19.5% | +11.9% | -31.4% | -26.5% |
| 3Y | -28.8% | +73.0% | -101.8% | -57.7% |
| 5Y | -43.4% | +58.6% | -102.0% | -62.8% |
| All | -78.8% | +120.2% | -199.0% | -92.8% |
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 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