-36.0%
INDO price history and return analytics
+63.7%
-99.6%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.9% | +1.2% | +0.2% |
| 7D | +1.9% | -2.0% | +3.9% | +1.6% |
| 30D | +7.1% | -1.4% | +8.5% | +6.9% |
| 3M | +11.6% | +4.7% | +6.9% | +12.3% |
| 6M | -34.8% | +11.4% | -46.1% | -33.8% |
| YTD | +8.2% | +13.1% | -4.9% | +9.7% |
| 1Y | +6.0% | +19.0% | -13.0% | +7.3% |
| 3Y | -16.4% | +73.9% | -90.3% | -26.4% |
| 5Y | -36.0% | +65.4% | -101.4% | -51.1% |
| All | -36.0% | +63.7% | -99.6% | -51.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling