+953.6%
VRT vs INDA
+5.9%
+947.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -0.9% | -8.8% | -8.5% |
| 7D | +2.4% | -2.6% | +5.0% | +6.0% |
| 30D | -2.7% | -2.9% | +0.3% | +1.1% |
| 3M | -9.2% | +2.4% | -11.6% | -11.8% |
| 6M | -0.5% | -2.6% | +2.1% | +2.8% |
| YTD | +62.3% | -10.0% | +72.3% | +86.3% |
| 1Y | +109.6% | -7.7% | +117.2% | +132.4% |
| 3Y | +573.1% | +8.9% | +564.2% | +480.4% |
| 5Y | +953.6% | +6.0% | +947.7% | +791.9% |
| All | +953.6% | +5.9% | +947.7% | +791.9% |
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