-100.0%
INDP vs VOO
+343.7%
-443.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.4% | +5.6% | +5.6% |
| 7D | +7.0% | +0.1% | +6.9% | +6.9% |
| 30D | -8.3% | +0.1% | -8.3% | -8.6% |
| 3M | -74.3% | +2.0% | -76.3% | -75.1% |
| 6M | -39.3% | +13.0% | -52.3% | -46.9% |
| YTD | -58.1% | +13.6% | -71.7% | -63.2% |
| 1Y | -73.5% | +20.1% | -93.6% | -77.8% |
| 3Y | -98.5% | +77.6% | -176.1% | -99.2% |
| 5Y | -99.5% | +82.4% | -181.9% | -99.7% |
| 10Y | -100.0% | +316.8% | -416.8% | -100.0% |
| All | -100.0% | +343.7% | -443.7% | -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