+109.5%
INDY vs VOO
+777.9%
-668.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.3% | +2.1% | +2.2% |
| 7D | +7.4% | -2.7% | +10.1% | +9.7% |
| 30D | +12.8% | -5.4% | +18.2% | +17.6% |
| 3M | +3.6% | -4.1% | +7.7% | +6.9% |
| 6M | +3.8% | +0.7% | +3.1% | +2.8% |
| YTD | -7.1% | +8.7% | -15.8% | -13.4% |
| 1Y | -5.6% | +11.0% | -16.6% | -13.5% |
| 3Y | +11.2% | +75.5% | -64.2% | -31.9% |
| 5Y | +4.7% | +68.4% | -63.6% | -34.7% |
| 10Y | +95.0% | +315.7% | -220.7% | -52.5% |
| All | +109.5% | +777.9% | -668.4% | -78.8% |
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