+2,486.9%
VRT vs INDA
+51.5%
+2,435.3%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.0% | +2.6% | +2.8% |
| 7D | -8.4% | -2.7% | -5.7% | -6.3% |
| 30D | -10.9% | -2.8% | -8.1% | -8.8% |
| 3M | -13.7% | +1.6% | -15.3% | -14.6% |
| 6M | -4.1% | -1.4% | -2.7% | -2.9% |
| YTD | +58.7% | -10.1% | +68.9% | +72.7% |
| 1Y | +89.6% | -8.8% | +98.4% | +104.1% |
| 3Y | +558.1% | +7.6% | +550.5% | +535.0% |
| 5Y | +953.0% | +5.8% | +947.2% | +938.6% |
| All | +2,486.9% | +51.5% | +2,435.3% | +1,727.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling