+9.1%
VNQ vs INDA
-5.0%
+14.1%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.7% |
| 7D | -1.3% | +0.7% | -2.0% | -1.4% |
| 30D | -2.9% | -0.8% | -2.1% | -2.7% |
| 3M | +0.8% | +3.9% | -3.1% | -0.4% |
| 6M | +2.5% | -0.7% | +3.2% | +1.7% |
| YTD | +10.6% | -7.7% | +18.3% | +10.7% |
| 1Y | +9.1% | -5.1% | +14.2% | +9.2% |
| All | +9.1% | -5.0% | +14.1% | +9.2% |
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 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