+100.6%
INDY vs VOO
+817.1%
-716.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.2% |
| 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% | +1.9% |
| 6M | -3.9% | +13.0% | -17.0% | -13.0% |
| YTD | -11.1% | +13.6% | -24.6% | -19.8% |
| 1Y | -7.8% | +20.1% | -27.9% | -20.6% |
| 3Y | +5.3% | +77.6% | -72.3% | -36.0% |
| 5Y | +1.8% | +82.4% | -80.6% | -40.6% |
| 10Y | +76.1% | +316.8% | -240.8% | -56.6% |
| All | +100.6% | +817.1% | -716.5% | -80.4% |
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