+8.6%
VTEB vs INDA
+7.9%
+0.7%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | +0.3% |
| 7D | -0.9% | -2.7% | +1.8% | -0.8% |
| 30D | -2.5% | -2.8% | +0.3% | -2.4% |
| 3M | -3.0% | +1.6% | -4.6% | -3.0% |
| 6M | -2.1% | -1.4% | -0.7% | -2.1% |
| YTD | -1.5% | -10.1% | +8.7% | -1.2% |
| 1Y | +0.2% | -8.8% | +8.9% | +0.4% |
| 3Y | +8.6% | +7.6% | +0.9% | +5.3% |
| All | +8.6% | +7.9% | +0.7% | +5.3% |
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