+397.6%
VRT vs INDA
+17.0%
+380.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.6% |
| 7D | +18.6% | +3.1% | +15.6% | +15.1% |
| 30D | -11.7% | +9.1% | -20.8% | -20.0% |
| 3M | -27.3% | +3.2% | -30.5% | -29.9% |
| 6M | -42.9% | +8.5% | -51.4% | -47.7% |
| YTD | +29.5% | -4.6% | +34.1% | +36.9% |
| 1Y | +21.0% | -5.5% | +26.6% | +29.7% |
| All | +397.6% | +17.0% | +380.6% | +356.2% |
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 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