-68.3%
INDI price history and return analytics
+66.2%
-134.5%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -1.6% |
| 7D | -1.4% | +1.0% | -2.4% | -3.8% |
| 30D | -13.4% | -0.2% | -13.1% | -12.6% |
| 3M | -21.7% | +4.5% | -26.2% | -27.8% |
| 6M | +35.1% | +14.1% | +21.1% | +2.4% |
| YTD | -0.8% | +14.8% | -15.6% | -25.7% |
| 1Y | -17.5% | +21.2% | -38.6% | -44.7% |
| 3Y | -46.3% | +76.6% | -122.9% | -81.9% |
| 5Y | -68.3% | +66.6% | -134.9% | -87.1% |
| All | -68.3% | +66.2% | -134.5% | -87.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling