+644.6%
VRT vs INDA
+10.1%
+634.5%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.6% | +5.3% | +5.6% |
| 7D | +13.6% | -1.0% | +14.6% | +14.8% |
| 30D | +6.8% | -2.5% | +9.3% | +9.8% |
| 3M | -3.2% | +4.0% | -7.2% | -7.5% |
| 6M | +20.3% | -1.8% | +22.1% | +22.6% |
| YTD | +79.6% | -9.2% | +88.8% | +101.3% |
| 1Y | +139.0% | -7.2% | +146.2% | +160.7% |
| 3Y | +644.6% | +9.8% | +634.8% | +493.5% |
| All | +644.6% | +10.1% | +634.5% | +493.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling