+492.2%
INDB vs VOO
+817.1%
-324.9%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.6% |
| 7D | +2.2% | +0.1% | +2.1% | +2.1% |
| 30D | -2.1% | +0.1% | -2.2% | -2.2% |
| 3M | +7.4% | +2.0% | +5.3% | +4.7% |
| 6M | +7.5% | +13.0% | -5.5% | -6.1% |
| YTD | +16.7% | +13.6% | +3.1% | +1.4% |
| 1Y | +20.3% | +20.1% | +0.2% | -1.5% |
| 3Y | +67.4% | +77.6% | -10.2% | -8.8% |
| 5Y | +32.5% | +82.4% | -50.0% | -31.2% |
| 10Y | +109.8% | +316.8% | -207.1% | -59.3% |
| All | +492.2% | +817.1% | -324.9% | -64.6% |
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