-71.3%
INDO vs VT
+129.3%
-200.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +10.0% | +0.4% | +9.6% | +9.8% |
| 30D | +13.3% | +1.0% | +12.3% | +12.7% |
| 3M | +4.4% | +2.4% | +2.0% | +2.6% |
| 6M | -32.1% | +12.0% | -44.1% | -37.8% |
| YTD | +4.8% | +15.3% | -10.6% | -5.7% |
| 1Y | +5.9% | +22.6% | -16.7% | -8.7% |
| 3Y | -12.0% | +74.7% | -86.7% | -47.2% |
| 5Y | -37.2% | +66.1% | -103.4% | -60.0% |
| All | -71.3% | +129.3% | -200.6% | -90.5% |
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