+161.1%
VEA vs INDA
+84.7%
+76.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +0.5% |
| 7D | -1.5% | -2.7% | +1.2% | +0.1% |
| 30D | -0.8% | -2.8% | +1.9% | +0.7% |
| 3M | +2.5% | +1.6% | +0.8% | +1.6% |
| 6M | +11.1% | -1.4% | +12.6% | +12.1% |
| YTD | +17.2% | -10.1% | +27.3% | +24.2% |
| 1Y | +24.5% | -8.8% | +33.3% | +30.8% |
| 3Y | +75.4% | +7.6% | +67.8% | +67.3% |
| 5Y | +61.1% | +5.8% | +55.3% | +54.6% |
| All | +161.1% | +84.7% | +76.4% | +86.8% |
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