+112.0%
VSH vs INDA
-5.0%
+117.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.5% | +4.5% |
| 7D | +4.1% | +0.7% | +3.4% | +3.3% |
| 30D | -4.2% | -0.8% | -3.4% | -3.2% |
| 3M | -50.0% | +3.9% | -53.9% | -51.4% |
| 6M | +80.2% | -0.7% | +80.9% | +73.8% |
| YTD | +121.1% | -7.7% | +128.7% | +115.8% |
| 1Y | +112.0% | -5.1% | +117.1% | +102.2% |
| All | +112.0% | -5.0% | +117.0% | +102.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling