+478.0%
VTV vs INDA
+109.8%
+368.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | +0.1% |
| 7D | -0.7% | -2.6% | +1.9% | +0.5% |
| 30D | -0.5% | -2.9% | +2.4% | +0.8% |
| 3M | +5.3% | +2.4% | +2.9% | +4.2% |
| 6M | +12.9% | -2.6% | +15.5% | +13.9% |
| YTD | +18.5% | -10.0% | +28.4% | +23.6% |
| 1Y | +25.3% | -7.7% | +32.9% | +29.2% |
| 3Y | +68.2% | +8.9% | +59.3% | +60.4% |
| 5Y | +80.6% | +6.0% | +74.7% | +73.5% |
| 10Y | +232.9% | +84.4% | +148.5% | +144.9% |
| All | +478.0% | +109.8% | +368.2% | +299.1% |
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 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