-65.8%
INDI vs VOO
+190.5%
-256.4%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.2% |
| 7D | -6.9% | -0.8% | -6.2% | -6.0% |
| 30D | -16.5% | -1.1% | -15.4% | -15.2% |
| 3M | -16.0% | +3.9% | -19.9% | -18.8% |
| 6M | +29.3% | +13.6% | +15.7% | +13.3% |
| YTD | -5.1% | +12.7% | -17.8% | -15.8% |
| 1Y | -14.1% | +17.6% | -31.7% | -26.7% |
| 3Y | -49.7% | +77.3% | -127.0% | -68.6% |
| 5Y | -70.1% | +84.1% | -154.2% | -81.8% |
| All | -65.8% | +190.5% | -256.4% | -80.7% |
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