-19.0%
INDI price history and return analytics
+20.4%
-39.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.6% | -5.6% | -4.6% |
| 7D | -8.1% | -0.1% | -8.0% | -7.8% |
| 30D | -11.8% | -0.7% | -11.2% | -9.9% |
| 3M | -18.4% | +4.0% | -22.4% | -23.8% |
| 6M | +26.6% | +12.3% | +14.4% | +4.5% |
| YTD | -7.1% | +14.0% | -21.1% | -27.4% |
| 1Y | -19.0% | +20.3% | -39.3% | -43.6% |
| All | -19.0% | +20.4% | -39.4% | -43.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling