+589.4%
VTI vs INDA
+107.4%
+482.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.5% | -0.1% |
| 7D | -2.0% | -3.6% | +1.6% | -0.3% |
| 30D | -1.9% | -4.0% | +2.0% | -0.1% |
| 3M | +4.5% | +1.7% | +2.8% | +3.7% |
| 6M | +12.6% | -3.6% | +16.2% | +14.4% |
| YTD | +12.0% | -11.0% | +23.0% | +18.1% |
| 1Y | +17.3% | -9.5% | +26.8% | +22.7% |
| 3Y | +75.3% | +7.6% | +67.7% | +68.3% |
| 5Y | +74.0% | +4.8% | +69.2% | +69.0% |
| 10Y | +300.0% | +82.3% | +217.7% | +197.3% |
| All | +589.4% | +107.4% | +482.0% | +380.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling