+374.9%
V vs INDA
+83.0%
+292.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.1% | +0.6% |
| 7D | -3.0% | -3.6% | +0.6% | -0.9% |
| 30D | +1.2% | -4.0% | +5.2% | +3.6% |
| 3M | +13.9% | +1.7% | +12.2% | +12.6% |
| 6M | +17.2% | -3.6% | +20.9% | +19.3% |
| YTD | +5.3% | -11.0% | +16.3% | +12.4% |
| 1Y | +9.5% | -9.5% | +19.0% | +15.5% |
| 3Y | +51.9% | +7.6% | +44.3% | +42.2% |
| 5Y | +69.6% | +4.8% | +64.8% | +61.3% |
| All | +374.9% | +83.0% | +292.0% | +222.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling