-7.2%
INDL vs VOO
+79.1%
-86.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.6% |
| 7D | -2.1% | +0.5% | -2.7% | -2.6% |
| 30D | -5.5% | -0.9% | -4.6% | -4.7% |
| 3M | +6.2% | +3.9% | +2.3% | +2.5% |
| 6M | -7.8% | +14.5% | -22.3% | -18.3% |
| YTD | -22.2% | +13.0% | -35.2% | -30.2% |
| 1Y | -20.7% | +19.4% | -40.1% | -32.1% |
| 3Y | -7.2% | +78.9% | -86.1% | -46.7% |
| All | -7.2% | +79.1% | -86.3% | -46.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling