+74.6%
INDY vs VOO
+315.9%
-241.3%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | -1.2% | +0.1% | -1.3% | -1.3% |
| 3M | +3.7% | +2.0% | +1.7% | +2.2% |
| 6M | -3.9% | +13.0% | -17.0% | -11.5% |
| YTD | -11.1% | +13.6% | -24.6% | -18.4% |
| 1Y | -7.8% | +20.1% | -27.9% | -18.5% |
| 3Y | +5.3% | +77.6% | -72.3% | -30.2% |
| 5Y | +1.8% | +82.4% | -80.6% | -34.5% |
| All | +74.6% | +315.9% | -241.3% | -45.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling