+80.6%
INDA vs VOO
+321.7%
-241.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -0.7% |
| 7D | -3.6% | -2.0% | -1.6% | -2.2% |
| 30D | -4.0% | -1.7% | -2.3% | -2.8% |
| 3M | +1.7% | +4.7% | -3.0% | -1.8% |
| 6M | -3.6% | +12.6% | -16.2% | -11.7% |
| YTD | -11.0% | +11.8% | -22.8% | -18.1% |
| 1Y | -9.5% | +17.5% | -27.0% | -19.9% |
| 3Y | +7.6% | +77.0% | -69.3% | -31.9% |
| 5Y | +4.8% | +82.6% | -77.8% | -36.4% |
| All | +80.6% | +321.7% | -241.2% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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