-15.6%
VMC vs INDA
-8.4%
-7.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.3% |
| 7D | -3.8% | -2.7% | -1.1% | -2.4% |
| 30D | -9.7% | -2.8% | -6.9% | -8.4% |
| 3M | -9.6% | +1.6% | -11.3% | -10.0% |
| 6M | -4.8% | -1.4% | -3.4% | -5.4% |
| YTD | -10.9% | -10.1% | -0.7% | -12.5% |
| 1Y | -15.6% | -8.8% | -6.8% | -15.3% |
| All | -15.6% | -8.4% | -7.2% | -15.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling