-78.6%
INDI vs VOO
+187.5%
-266.1%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.2% |
| 7D | +16.0% | +2.6% | +13.4% | +12.8% |
| 30D | +4.7% | -2.0% | +6.7% | +9.2% |
| 3M | -49.3% | -2.8% | -46.5% | -46.4% |
| 6M | -53.4% | +2.2% | -55.6% | -52.8% |
| YTD | -40.5% | +11.5% | -52.0% | -45.4% |
| 1Y | -46.7% | +13.5% | -60.2% | -51.9% |
| 3Y | -63.7% | +78.1% | -141.8% | -76.9% |
| 5Y | -85.6% | +73.1% | -158.8% | -90.9% |
| All | -78.6% | +187.5% | -266.1% | -87.5% |
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