+34.0%
VSH vs INDA
+8.1%
+26.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.6% |
| 7D | +3.5% | -2.6% | +6.1% | +6.5% |
| 30D | -4.4% | -2.9% | -1.4% | -1.2% |
| 3M | -45.8% | +2.4% | -48.2% | -46.8% |
| 6M | +90.1% | -2.6% | +92.8% | +95.6% |
| YTD | +120.3% | -10.0% | +130.3% | +144.5% |
| 1Y | +112.2% | -7.7% | +119.9% | +128.1% |
| All | +34.0% | +8.1% | +26.0% | +23.3% |
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