+146.3%
VXUS vs INDA
+115.8%
+30.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.9% | -0.9% |
| 7D | +2.3% | +3.1% | -0.8% | +0.5% |
| 30D | -2.2% | +9.1% | -11.3% | -7.1% |
| 3M | -5.4% | +3.2% | -8.6% | -7.2% |
| 6M | -1.2% | +8.5% | -9.7% | -5.9% |
| YTD | +10.4% | -4.6% | +15.0% | +13.2% |
| 1Y | +11.8% | -5.5% | +17.4% | +15.3% |
| 3Y | +68.4% | +16.7% | +51.7% | +52.7% |
| 5Y | +45.9% | +9.0% | +36.9% | +37.1% |
| All | +146.3% | +115.8% | +30.4% | +59.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling