+5.2%
VUG vs INDA
-7.3%
+12.5%
-15.1%
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% | 0.0% |
| 7D | -3.0% | +6.9% | -9.9% | -6.8% |
| 30D | -6.4% | +7.4% | -13.9% | -10.4% |
| 3M | -3.2% | -1.0% | -2.2% | -2.4% |
| 6M | +3.1% | +2.9% | +0.2% | +1.3% |
| YTD | +6.3% | -7.4% | +13.7% | +9.1% |
| 1Y | +5.2% | -7.4% | +12.6% | +7.8% |
| All | +5.2% | -7.3% | +12.5% | +7.8% |
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