-39.3%
VG vs INDA
-1.7%
-37.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.7% | +0.7% | +1.0% | +2.2% |
| 30D | +16.0% | -0.8% | +16.8% | +15.6% |
| 3M | +9.7% | +3.9% | +5.8% | +12.8% |
| 6M | +29.6% | -0.7% | +30.3% | +35.8% |
| YTD | +112.0% | -7.7% | +119.7% | +133.5% |
| 1Y | +12.8% | -5.1% | +17.9% | +19.6% |
| All | -39.3% | -1.7% | -37.6% | -45.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling