-66.9%
INDL price history and return analytics
+399.3%
-466.2%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.2% | +3.3% | +3.0% |
| 7D | +13.5% | -2.3% | +15.8% | +19.0% |
| 30D | +20.7% | -5.0% | +25.7% | +34.2% |
| 3M | +1.2% | -4.9% | +6.1% | +12.3% |
| 6M | -0.7% | -1.5% | +0.9% | +1.5% |
| YTD | -17.6% | +8.5% | -26.0% | -32.1% |
| 1Y | -17.1% | +11.4% | -28.4% | -35.9% |
| 3Y | +3.5% | +70.1% | -66.6% | -72.2% |
| 5Y | -21.1% | +53.7% | -74.8% | -74.3% |
| 10Y | +1.1% | +220.0% | -218.9% | -93.1% |
| All | -66.9% | +399.3% | -466.2% | -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