+2.3%
INDO price history and return analytics
+19.6%
-17.3%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.9% | -4.0% | -2.1% |
| 7D | 0.0% | -1.1% | +1.1% | -1.3% |
| 30D | +4.8% | -1.0% | +5.8% | +3.6% |
| 3M | +13.3% | +3.2% | +10.1% | +18.3% |
| 6M | -35.6% | +12.5% | -48.1% | -21.4% |
| YTD | +4.8% | +14.1% | -9.3% | +29.0% |
| 1Y | +2.3% | +18.9% | -16.6% | +29.0% |
| All | +2.3% | +19.6% | -17.3% | +29.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling