-73.5%
INDP vs VT
+23.3%
-96.9%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | 0.0% | +5.2% | +5.2% |
| 7D | +7.0% | +0.4% | +6.6% | +6.1% |
| 30D | -8.3% | +1.0% | -9.2% | -10.4% |
| 3M | -74.3% | +2.4% | -76.7% | -75.9% |
| 6M | -39.3% | +12.0% | -51.3% | -52.1% |
| YTD | -58.1% | +15.3% | -73.4% | -69.0% |
| 1Y | -73.5% | +22.6% | -96.1% | -83.1% |
| All | -73.5% | +23.3% | -96.9% | -83.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling