+500.9%
INDB vs VOO
+800.4%
-299.5%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.8% |
| 7D | +0.4% | +2.6% | -2.1% | -2.2% |
| 30D | +11.1% | -2.0% | +13.1% | +13.1% |
| 3M | -0.4% | -2.8% | +2.3% | +2.2% |
| 6M | +12.6% | +2.2% | +10.5% | +9.3% |
| YTD | +18.4% | +11.5% | +6.9% | +4.5% |
| 1Y | +26.4% | +13.5% | +12.9% | +9.5% |
| 3Y | +81.6% | +78.1% | +3.5% | -1.8% |
| 5Y | +14.2% | +73.1% | -58.9% | -37.4% |
| 10Y | +79.8% | +310.7% | -231.0% | -64.7% |
| All | +500.9% | +800.4% | -299.5% | -63.5% |
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