-98.6%
INDP vs VOO
+80.1%
-178.7%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.4% | +5.6% | +5.7% |
| 7D | +7.0% | +0.1% | +6.9% | +6.8% |
| 30D | -8.3% | +0.1% | -8.3% | -8.7% |
| 3M | -74.3% | +2.0% | -76.3% | -75.2% |
| 6M | -39.3% | +13.0% | -52.3% | -48.6% |
| YTD | -58.1% | +13.6% | -71.7% | -64.3% |
| 1Y | -73.5% | +20.1% | -93.6% | -78.6% |
| All | -98.6% | +80.1% | -178.7% | -99.3% |
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