+5.1%
VUG vs INDA
-5.5%
+10.6%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | +2.5% | +1.1% | +1.4% | +1.9% |
| 30D | -6.3% | +9.4% | -15.7% | -11.0% |
| 3M | -6.0% | +2.9% | -9.0% | -7.4% |
| 6M | -3.5% | +7.2% | -10.8% | -7.3% |
| YTD | +3.9% | -4.8% | +8.7% | +4.0% |
| 1Y | +5.1% | -5.1% | +10.2% | +5.0% |
| All | +5.1% | -5.5% | +10.6% | +5.0% |
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