-17.4%
INDL price history and return analytics
+222.7%
-240.1%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -0.5% |
| 7D | -5.3% | -0.1% | -5.2% | -5.1% |
| 30D | -6.3% | -0.7% | -5.6% | -5.1% |
| 3M | +2.7% | +4.0% | -1.3% | -5.3% |
| 6M | -9.1% | +12.3% | -21.4% | -27.7% |
| YTD | -23.6% | +14.0% | -37.6% | -41.2% |
| 1Y | -21.4% | +20.3% | -41.7% | -46.1% |
| 3Y | -8.8% | +75.4% | -84.3% | -73.3% |
| 5Y | -25.2% | +66.0% | -91.1% | -75.7% |
| 10Y | -17.4% | +228.2% | -245.6% | -95.1% |
| All | -17.4% | +222.7% | -240.1% | -95.1% |
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 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