-95.1%
INDP vs VOO
+78.4%
-173.5%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +2.3% | -8.1% | -8.6% |
| 7D | -10.6% | +0.1% | -10.7% | -10.9% |
| 30D | +24.7% | -3.3% | +28.0% | +30.4% |
| 3M | +165.3% | -2.4% | +167.7% | +173.2% |
| 6M | +66.5% | +2.6% | +63.9% | +60.0% |
| YTD | +7.6% | +11.3% | -3.7% | -6.0% |
| 1Y | +23.2% | +13.4% | +9.8% | +5.7% |
| 3Y | -95.1% | +80.3% | -175.4% | -97.3% |
| All | -95.1% | +78.4% | -173.5% | -97.3% |
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