+688.8%
VRT vs INDA
+9.0%
+679.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.6% |
| 7D | +18.6% | +3.1% | +15.6% | +14.2% |
| 30D | -11.7% | +9.1% | -20.8% | -21.8% |
| 3M | -27.3% | +3.2% | -30.5% | -30.7% |
| 6M | -42.9% | +8.5% | -51.4% | -49.0% |
| YTD | +29.5% | -4.6% | +34.1% | +37.3% |
| 1Y | +21.0% | -5.5% | +26.6% | +30.3% |
| 3Y | +403.1% | +16.7% | +386.4% | +287.8% |
| 5Y | +688.8% | +9.0% | +679.8% | +523.1% |
| All | +688.8% | +9.0% | +679.8% | +523.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling