+18.0%
VTEB vs INDA
+84.7%
-66.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | +0.3% |
| 7D | -0.9% | -2.7% | +1.8% | -0.7% |
| 30D | -2.5% | -2.8% | +0.3% | -2.3% |
| 3M | -3.0% | +1.6% | -4.6% | -3.1% |
| 6M | -2.1% | -1.4% | -0.7% | -2.1% |
| YTD | -1.5% | -10.1% | +8.7% | -0.8% |
| 1Y | +0.2% | -8.8% | +8.9% | +0.7% |
| 3Y | +8.6% | +7.6% | +0.9% | +7.7% |
| 5Y | +1.2% | +5.8% | -4.6% | +0.4% |
| All | +18.0% | +84.7% | -66.7% | +10.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling