-66.2%
INDI price history and return analytics
+146.8%
-213.0%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +2.1% |
| 7D | -4.6% | -2.0% | -2.6% | -1.9% |
| 30D | -13.1% | -1.4% | -11.7% | -11.2% |
| 3M | -16.0% | +4.7% | -20.7% | -19.6% |
| 6M | +26.8% | +11.4% | +15.5% | +13.0% |
| YTD | -6.2% | +13.1% | -19.3% | -17.7% |
| 1Y | -16.8% | +19.0% | -35.9% | -30.8% |
| 3Y | -49.2% | +73.9% | -123.2% | -69.3% |
| 5Y | -70.5% | +65.4% | -135.9% | -81.8% |
| All | -66.2% | +146.8% | -213.0% | -80.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling