+473.6%
INDB price history and return analytics
+346.0%
+127.6%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.6% |
| 7D | +1.6% | -2.3% | +4.0% | +4.1% |
| 30D | +7.5% | -5.0% | +12.5% | +13.2% |
| 3M | +0.9% | -4.9% | +5.8% | +6.0% |
| 6M | +8.6% | -1.5% | +10.2% | +9.5% |
| YTD | +17.9% | +8.5% | +9.4% | +6.9% |
| 1Y | +25.2% | +11.4% | +13.8% | +10.3% |
| 3Y | +74.0% | +70.1% | +3.9% | -0.8% |
| 5Y | +10.3% | +53.7% | -43.5% | -31.0% |
| 10Y | +110.7% | +220.0% | -109.3% | -39.2% |
| All | +473.6% | +346.0% | +127.6% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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