-20.8%
INDL vs VOO
+325.3%
-346.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.8% | +1.1% | +0.5% |
| 7D | -5.2% | -0.8% | -4.4% | -3.9% |
| 30D | -5.8% | -1.1% | -4.7% | -4.0% |
| 3M | +1.6% | +3.9% | -2.3% | -5.0% |
| 6M | -6.8% | +13.6% | -20.4% | -25.0% |
| YTD | -23.8% | +12.7% | -36.5% | -37.9% |
| 1Y | -23.3% | +17.6% | -40.9% | -42.2% |
| 3Y | -10.9% | +77.3% | -88.3% | -70.2% |
| 5Y | -25.5% | +84.1% | -109.6% | -77.9% |
| All | -20.8% | +325.3% | -346.1% | -96.4% |
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