+80.6%
VTV vs INDA
+5.7%
+75.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.2% | +0.3% |
| 7D | -1.1% | -2.7% | +1.6% | +0.2% |
| 30D | -1.0% | -2.8% | +1.7% | +0.3% |
| 3M | +4.6% | +1.6% | +3.0% | +3.7% |
| 6M | +13.5% | -1.4% | +14.9% | +14.0% |
| YTD | +18.5% | -10.1% | +28.6% | +24.4% |
| 1Y | +22.9% | -8.8% | +31.7% | +27.9% |
| 3Y | +67.8% | +7.6% | +60.2% | +57.4% |
| All | +80.6% | +5.7% | +75.0% | +67.6% |
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