-51.4%
VG vs INDA
+0.2%
-51.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.7% | +1.4% |
| 7D | -22.0% | +6.6% | -28.7% | -18.0% |
| 30D | -11.6% | +10.4% | -22.0% | -4.9% |
| 3M | -14.9% | +1.5% | -16.4% | -13.1% |
| 6M | -3.5% | +1.7% | -5.3% | +0.5% |
| YTD | +70.0% | -5.8% | +75.8% | +91.4% |
| 1Y | +50.0% | -5.1% | +55.1% | +67.3% |
| All | -51.4% | +0.2% | -51.6% | -55.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling