-70.5%
INDL vs VOO
+817.1%
-887.6%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.5% |
| 7D | +1.0% | +0.1% | +0.9% | +0.7% |
| 30D | -2.2% | +0.1% | -2.3% | -2.4% |
| 3M | +5.9% | +2.0% | +3.9% | +1.1% |
| 6M | -5.9% | +13.0% | -18.9% | -26.9% |
| YTD | -19.7% | +13.6% | -33.3% | -38.3% |
| 1Y | -17.1% | +20.1% | -37.2% | -43.9% |
| 3Y | -0.9% | +77.6% | -78.5% | -73.8% |
| 5Y | -22.8% | +82.4% | -105.2% | -82.4% |
| 10Y | -18.6% | +316.8% | -335.4% | -97.4% |
| All | -70.5% | +817.1% | -887.6% | -99.8% |
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