+22.9%
VTV vs INDA
-8.4%
+31.3%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.2% | +0.4% |
| 7D | -1.1% | -2.7% | +1.6% | -0.3% |
| 30D | -1.0% | -2.8% | +1.7% | -0.2% |
| 3M | +4.6% | +1.6% | +3.0% | +4.1% |
| 6M | +13.5% | -1.4% | +14.9% | +13.3% |
| YTD | +18.5% | -10.1% | +28.6% | +19.8% |
| 1Y | +22.9% | -8.8% | +31.7% | +24.0% |
| All | +22.9% | -8.4% | +31.3% | +24.0% |
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