+101.1%
INDS vs VT
+153.3%
-52.2%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -1.3% | +0.4% | -1.8% | -1.7% |
| 30D | -4.1% | +1.0% | -5.0% | -4.9% |
| 3M | +1.3% | +2.4% | -1.1% | -1.2% |
| 6M | -0.9% | +12.0% | -12.9% | -11.0% |
| YTD | +9.5% | +15.3% | -5.8% | -4.3% |
| 1Y | +11.4% | +22.6% | -11.1% | -8.0% |
| 3Y | +15.1% | +74.7% | -59.5% | -32.1% |
| 5Y | -4.5% | +66.1% | -70.6% | -41.3% |
| All | +101.1% | +153.3% | -52.2% | -21.7% |
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