+6.5%
INDL price history and return analytics
+217.6%
-211.2%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +2.0% |
| 7D | +12.4% | -0.1% | +12.5% | +12.2% |
| 30D | +25.1% | -3.1% | +28.2% | +32.1% |
| 3M | +4.2% | -3.5% | +7.7% | +11.1% |
| 6M | +3.5% | +0.5% | +3.0% | +1.5% |
| YTD | -15.0% | +10.8% | -25.8% | -31.0% |
| 1Y | -16.3% | +11.9% | -28.2% | -33.6% |
| 3Y | +5.4% | +73.0% | -67.6% | -68.1% |
| 5Y | -18.9% | +58.6% | -77.5% | -70.7% |
| 10Y | +6.5% | +219.2% | -212.7% | -93.0% |
| All | +6.5% | +217.6% | -211.2% | -93.0% |
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