+67.0%
VSH vs INDA
+5.9%
+61.1%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.6% |
| 7D | +3.5% | -2.6% | +6.1% | +6.3% |
| 30D | -4.4% | -2.9% | -1.4% | -1.5% |
| 3M | -45.8% | +2.4% | -48.2% | -46.8% |
| 6M | +90.1% | -2.6% | +92.8% | +95.8% |
| YTD | +120.3% | -10.0% | +130.3% | +143.7% |
| 1Y | +112.2% | -7.7% | +119.9% | +128.3% |
| 3Y | +36.6% | +8.9% | +27.7% | +27.0% |
| 5Y | +67.0% | +6.0% | +61.0% | +54.3% |
| All | +67.0% | +5.9% | +61.1% | +54.3% |
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 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