-66.2%
INDL price history and return analytics
+412.3%
-478.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | -3.8% |
| 7D | +12.4% | +0.4% | +12.0% | +10.8% |
| 30D | +23.7% | -2.6% | +26.3% | +30.1% |
| 3M | +2.1% | -3.2% | +5.4% | +9.1% |
| 6M | +2.3% | +0.9% | +1.4% | -1.2% |
| YTD | -15.9% | +11.3% | -27.2% | -34.7% |
| 1Y | -15.8% | +14.0% | -29.8% | -38.2% |
| 3Y | +6.1% | +75.8% | -69.7% | -73.6% |
| 5Y | -20.3% | +57.8% | -78.1% | -75.6% |
| 10Y | +0.5% | +219.8% | -219.3% | -93.0% |
| All | -66.2% | +412.3% | -478.5% | -98.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling