-14.1%
INDI vs VOO
+18.2%
-32.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | -1.2% |
| 7D | -6.9% | -0.8% | -6.2% | -4.8% |
| 30D | -16.5% | -1.1% | -15.4% | -13.8% |
| 3M | -16.0% | +3.9% | -19.9% | -22.5% |
| 6M | +29.3% | +13.6% | +15.7% | +1.5% |
| YTD | -5.1% | +12.7% | -17.8% | -24.1% |
| 1Y | -14.1% | +17.6% | -31.7% | -40.1% |
| All | -14.1% | +18.2% | -32.3% | -40.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling