+27.9%
VTV vs INDA
-7.3%
+35.2%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.7% | -1.2% | +0.6% |
| 7D | +1.8% | +6.9% | -5.1% | -0.3% |
| 30D | +6.0% | +7.4% | -1.4% | +3.6% |
| 3M | +3.7% | -1.0% | +4.6% | +4.0% |
| 6M | +13.9% | +2.9% | +11.1% | +12.8% |
| YTD | +22.8% | -7.4% | +30.2% | +23.8% |
| 1Y | +27.9% | -7.4% | +35.3% | +29.0% |
| All | +27.9% | -7.3% | +35.2% | +29.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling