+100.3%
INDS vs VOO
+219.6%
-119.3%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.1% |
| 7D | -0.4% | +0.5% | -0.9% | -0.8% |
| 30D | -4.2% | -0.9% | -3.2% | -3.4% |
| 3M | +1.3% | +3.9% | -2.6% | -2.2% |
| 6M | +1.4% | +14.5% | -13.1% | -9.9% |
| YTD | +9.0% | +13.0% | -3.9% | -2.1% |
| 1Y | +9.7% | +19.4% | -9.8% | -6.3% |
| 3Y | +16.5% | +78.9% | -62.4% | -31.2% |
| 5Y | -4.2% | +82.3% | -86.5% | -44.8% |
| All | +100.3% | +219.6% | -119.3% | -30.2% |
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