-70.5%
INDI vs VOO
+80.3%
-150.8%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +2.2% |
| 7D | -4.6% | -2.0% | -2.6% | -0.3% |
| 30D | -13.1% | -1.7% | -11.5% | -9.7% |
| 3M | -16.0% | +4.7% | -20.7% | -22.6% |
| 6M | +26.8% | +12.6% | +14.3% | +1.0% |
| YTD | -6.2% | +11.8% | -18.0% | -24.0% |
| 1Y | -16.8% | +17.5% | -34.4% | -38.6% |
| 3Y | -49.2% | +77.0% | -126.2% | -81.1% |
| 5Y | -70.5% | +82.6% | -153.1% | -87.9% |
| All | -70.5% | +80.3% | -150.8% | -87.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling