-19.4%
INDL vs VOO
+72.9%
-92.3%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.5% | +1.5% |
| 7D | +12.4% | -0.6% | +13.0% | +12.9% |
| 30D | +25.1% | -3.6% | +28.7% | +29.6% |
| 3M | +4.2% | -2.7% | +7.0% | +7.1% |
| 6M | +3.5% | +2.2% | +1.2% | +1.1% |
| YTD | -15.0% | +10.9% | -25.9% | -23.1% |
| 1Y | -16.3% | +11.3% | -27.6% | -24.6% |
| 3Y | +5.4% | +76.9% | -71.5% | -42.2% |
| All | -19.4% | +72.9% | -92.3% | -53.6% |
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