+111.9%
INDY vs VOO
+795.4%
-683.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.7% |
| 7D | +6.6% | -0.6% | +7.2% | +7.0% |
| 30D | +14.0% | -3.6% | +17.7% | +17.2% |
| 3M | +5.1% | -2.7% | +7.8% | +7.2% |
| 6M | +6.0% | +2.2% | +3.7% | +3.7% |
| YTD | -6.0% | +10.9% | -16.9% | -13.8% |
| 1Y | -5.2% | +11.3% | -16.5% | -13.4% |
| 3Y | +12.1% | +76.9% | -64.8% | -31.7% |
| 5Y | +6.5% | +73.5% | -67.0% | -35.3% |
| 10Y | +98.1% | +307.7% | -209.6% | -50.4% |
| All | +111.9% | +795.4% | -683.5% | -78.9% |
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 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