+106.8%
INDS vs VT
+137.7%
-30.9%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.9% | +2.4% |
| 7D | +3.4% | -4.2% | +7.6% | +7.2% |
| 30D | +7.8% | -5.8% | +13.6% | +13.4% |
| 3M | -1.4% | -5.2% | +3.9% | +3.2% |
| 6M | +4.8% | +0.1% | +4.7% | +3.9% |
| YTD | +12.6% | +8.2% | +4.3% | +3.8% |
| 1Y | +12.3% | +10.1% | +2.1% | +1.8% |
| 3Y | +28.0% | +69.7% | -41.7% | -22.9% |
| 5Y | -5.9% | +53.4% | -59.3% | -38.0% |
| All | +106.8% | +137.7% | -30.9% | -15.1% |
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