+3.5%
VCIT vs INDA
+8.0%
-4.6%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.9% | -0.3% |
| 7D | +0.1% | +6.6% | -6.5% | -0.6% |
| 30D | +1.9% | +10.4% | -8.5% | +0.9% |
| 3M | -1.4% | +1.5% | -3.0% | -1.6% |
| 6M | -2.1% | +1.7% | -3.9% | -2.4% |
| YTD | -1.6% | -5.8% | +4.2% | -1.2% |
| 1Y | -0.9% | -5.1% | +4.2% | -0.6% |
| 3Y | +20.0% | +16.0% | +4.0% | +17.3% |
| All | +3.5% | +8.0% | -4.6% | +0.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling