+54.3%
VXUS vs INDA
+5.9%
+48.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.2% |
| 7D | +0.3% | -2.6% | +2.9% | +2.1% |
| 30D | +0.7% | -2.9% | +3.6% | +2.7% |
| 3M | +4.8% | +2.4% | +2.4% | +3.1% |
| 6M | +11.3% | -2.6% | +14.0% | +13.3% |
| YTD | +16.5% | -10.0% | +26.5% | +24.9% |
| 1Y | +24.3% | -7.7% | +31.9% | +30.7% |
| 3Y | +74.5% | +8.9% | +65.6% | +59.5% |
| 5Y | +54.3% | +6.0% | +48.4% | +41.2% |
| All | +54.3% | +5.9% | +48.4% | +41.2% |
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