+12.2%
INDY vs VOO
+77.5%
-65.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +6.6% | -0.6% | +7.2% | +6.8% |
| 30D | +14.0% | -3.6% | +17.7% | +15.8% |
| 3M | +5.1% | -2.7% | +7.8% | +6.3% |
| 6M | +6.0% | +2.2% | +3.7% | +4.8% |
| YTD | -6.0% | +10.9% | -16.9% | -10.4% |
| 1Y | -5.2% | +11.3% | -16.5% | -9.8% |
| All | +12.2% | +77.5% | -65.2% | -11.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling