+228.1%
INDV vs VOO
+351.3%
-123.2%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | +0.2% | +0.1% | +0.1% | +0.2% |
| 30D | -9.8% | +0.1% | -9.8% | -9.8% |
| 3M | -6.7% | +2.0% | -8.7% | -7.1% |
| 6M | +8.6% | +13.0% | -4.4% | +6.3% |
| YTD | -2.6% | +13.6% | -16.2% | -4.8% |
| 1Y | +41.3% | +20.1% | +21.2% | +36.8% |
| 3Y | +53.6% | +77.6% | -23.9% | +42.9% |
| 5Y | +149.6% | +82.4% | +67.1% | +135.3% |
| 10Y | +62.9% | +316.8% | -254.0% | +17.8% |
| All | +228.1% | +351.3% | -123.2% | +139.4% |
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