+82.3%
INDA price history and return analytics
+229.8%
-147.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.2% |
| 7D | -2.7% | -1.1% | -1.6% | -1.8% |
| 30D | -2.8% | -1.0% | -1.8% | -2.0% |
| 3M | +1.6% | +3.2% | -1.5% | -1.1% |
| 6M | -1.4% | +12.5% | -13.9% | -10.9% |
| YTD | -10.1% | +14.1% | -24.2% | -19.8% |
| 1Y | -8.8% | +18.9% | -27.7% | -21.6% |
| 3Y | +7.6% | +74.1% | -66.5% | -35.0% |
| 5Y | +5.8% | +66.9% | -61.1% | -34.1% |
| All | +82.3% | +229.8% | -147.5% | -46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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