+146.2%
INDV vs VOO
+81.6%
+64.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.3% |
| 7D | -0.8% | -0.4% | -0.4% | -0.8% |
| 30D | -9.6% | -1.4% | -8.2% | -9.8% |
| 3M | -9.1% | +3.7% | -12.8% | -8.7% |
| 6M | +6.7% | +13.0% | -6.4% | +8.0% |
| YTD | -3.1% | +12.4% | -15.5% | -2.0% |
| 1Y | +41.0% | +18.6% | +22.4% | +44.1% |
| 3Y | +54.9% | +78.1% | -23.2% | +89.8% |
| 5Y | +146.2% | +82.3% | +63.9% | +249.3% |
| All | +146.2% | +81.6% | +64.6% | +249.3% |
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 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