-100.0%
INDP vs VOO
+315.3%
-415.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -0.5% | +12.9% | +12.9% |
| 7D | +77.8% | -0.4% | +78.1% | +77.9% |
| 30D | +74.8% | -1.4% | +76.2% | +76.5% |
| 3M | +2.7% | +3.7% | -1.0% | -3.1% |
| 6M | +11.2% | +13.0% | -1.8% | -3.5% |
| YTD | -28.5% | +12.4% | -41.0% | -37.0% |
| 1Y | -22.7% | +18.6% | -41.3% | -35.0% |
| 3Y | -97.6% | +78.1% | -175.6% | -98.7% |
| 5Y | -99.0% | +82.3% | -181.3% | -99.5% |
| 10Y | -100.0% | +322.5% | -422.5% | -100.0% |
| All | -100.0% | +315.3% | -415.3% | -100.0% |
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