+636.0%
VOO vs INDA
+111.6%
+524.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.1% | +0.2% |
| 7D | +0.5% | -1.0% | +1.5% | +1.0% |
| 30D | -0.9% | -2.5% | +1.6% | +0.2% |
| 3M | +3.9% | +4.0% | -0.1% | +2.0% |
| 6M | +14.5% | -1.8% | +16.3% | +15.3% |
| YTD | +13.0% | -9.2% | +22.1% | +17.9% |
| 1Y | +19.4% | -7.2% | +26.6% | +23.3% |
| 3Y | +78.9% | +9.8% | +69.0% | +70.0% |
| 5Y | +82.3% | +7.5% | +74.8% | +74.8% |
| 10Y | +314.2% | +80.8% | +233.4% | +208.1% |
| All | +636.0% | +111.6% | +524.4% | +409.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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