-1.8%
INDS price history and return analytics
+66.8%
-68.6%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | 0.0% |
| 7D | -0.4% | +1.0% | -1.4% | -1.2% |
| 30D | -4.2% | -0.2% | -3.9% | -4.0% |
| 3M | +1.3% | +4.5% | -3.2% | -2.6% |
| 6M | +1.4% | +14.1% | -12.7% | -9.6% |
| YTD | +9.0% | +14.8% | -5.7% | -3.4% |
| 1Y | +9.7% | +21.2% | -11.5% | -7.4% |
| 3Y | +16.5% | +76.6% | -60.1% | -30.3% |
| All | -1.8% | +66.8% | -68.6% | -40.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling