-99.2%
INDP vs VOO
+82.3%
-181.5%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +51.6% | -0.6% | +52.2% | +52.3% |
| 7D | +63.7% | +0.5% | +63.2% | +62.2% |
| 30D | +56.8% | -0.9% | +57.7% | +57.7% |
| 3M | -11.9% | +3.9% | -15.8% | -17.7% |
| 6M | 0.0% | +14.5% | -14.5% | -16.1% |
| YTD | -36.4% | +13.0% | -49.4% | -45.1% |
| 1Y | -36.4% | +19.4% | -55.9% | -48.0% |
| 3Y | -97.8% | +78.9% | -176.7% | -98.9% |
| 5Y | -99.2% | +82.3% | -181.5% | -99.5% |
| All | -99.2% | +82.3% | -181.5% | -99.5% |
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