+57.5%
VT vs INDA
+8.7%
+48.8%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | +2.4% | +1.1% | +1.3% | +1.6% |
| 30D | -1.5% | +9.4% | -10.9% | -7.2% |
| 3M | -4.1% | +2.9% | -7.1% | -6.0% |
| 6M | +0.6% | +7.2% | -6.7% | -4.1% |
| YTD | +11.0% | -4.8% | +15.8% | +14.4% |
| 1Y | +13.3% | -5.1% | +18.4% | +16.9% |
| 3Y | +73.4% | +16.7% | +56.7% | +50.4% |
| All | +57.5% | +8.7% | +48.8% | +40.0% |
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