+121.8%
INDA vs VOO
+629.9%
-508.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.1% |
| 7D | +1.1% | +2.6% | -1.5% | -1.0% |
| 30D | +9.4% | -2.0% | +11.4% | +10.9% |
| 3M | +2.9% | -2.8% | +5.7% | +5.0% |
| 6M | +7.2% | +2.2% | +5.1% | +5.0% |
| YTD | -4.8% | +11.5% | -16.3% | -13.1% |
| 1Y | -5.1% | +13.5% | -18.6% | -14.6% |
| 3Y | +16.7% | +78.1% | -61.4% | -29.4% |
| 5Y | +8.8% | +73.1% | -64.4% | -33.7% |
| 10Y | +116.2% | +310.7% | -194.5% | -45.2% |
| All | +121.8% | +629.9% | -508.2% | -69.6% |
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