+1,499.7%
VGT vs INDA
+107.4%
+1,392.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.1% | -0.4% |
| 7D | -1.0% | -3.6% | +2.6% | +1.0% |
| 30D | -0.4% | -4.0% | +3.5% | +1.7% |
| 3M | +6.6% | +1.7% | +4.9% | +5.7% |
| 6M | +31.0% | -3.6% | +34.7% | +33.7% |
| YTD | +27.2% | -11.0% | +38.2% | +35.4% |
| 1Y | +34.5% | -9.5% | +44.0% | +41.7% |
| 3Y | +123.1% | +7.6% | +115.5% | +114.4% |
| 5Y | +135.1% | +4.8% | +130.3% | +129.8% |
| 10Y | +803.4% | +82.3% | +721.1% | +568.1% |
| All | +1,499.7% | +107.4% | +1,392.3% | +1,015.2% |
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