-100.0%
INDP vs VOO
+333.2%
-433.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.3% | -7.0% | -7.0% |
| 7D | -10.5% | -0.6% | -9.9% | -10.1% |
| 30D | +15.5% | -3.6% | +19.2% | +20.4% |
| 3M | +143.7% | -2.7% | +146.4% | +150.5% |
| 6M | +54.3% | +2.2% | +52.0% | +50.1% |
| YTD | -0.3% | +10.9% | -11.2% | -10.1% |
| 1Y | +15.5% | +11.3% | +4.2% | +4.3% |
| 3Y | -95.6% | +76.9% | -172.5% | -97.5% |
| 5Y | -98.6% | +73.5% | -172.1% | -99.2% |
| 10Y | -100.0% | +307.7% | -407.7% | -100.0% |
| All | -100.0% | +333.2% | -433.2% | -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 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