+75.0%
VTI vs INDA
+5.7%
+69.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.1% | +0.2% |
| 7D | -0.9% | -2.7% | +1.8% | +0.9% |
| 30D | -1.4% | -2.8% | +1.3% | +0.4% |
| 3M | +3.6% | +1.6% | +2.0% | +2.4% |
| 6M | +13.6% | -1.4% | +15.0% | +14.4% |
| YTD | +12.9% | -10.1% | +23.1% | +20.8% |
| 1Y | +17.2% | -8.8% | +26.0% | +24.0% |
| 3Y | +75.7% | +7.6% | +68.1% | +61.2% |
| All | +75.0% | +5.7% | +69.4% | +59.1% |
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