+115.1%
INDA vs VOO
+643.4%
-528.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | -0.8% | +0.1% | -0.9% | -0.9% |
| 3M | +3.9% | +2.0% | +1.9% | +2.1% |
| 6M | -0.7% | +13.0% | -13.7% | -10.1% |
| YTD | -7.7% | +13.6% | -21.2% | -16.7% |
| 1Y | -5.1% | +20.1% | -25.2% | -18.4% |
| 3Y | +13.6% | +77.6% | -63.9% | -30.9% |
| 5Y | +7.8% | +82.4% | -74.6% | -37.2% |
| 10Y | +84.6% | +316.8% | -232.2% | -53.6% |
| All | +115.1% | +643.4% | -528.3% | -70.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling