-71.4%
INDO price history and return analytics
+128.1%
-199.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | +1.3% | +1.0% | +0.3% | +0.8% |
| 30D | +9.3% | -0.2% | +9.5% | +9.4% |
| 3M | +15.5% | +4.5% | +10.9% | +11.9% |
| 6M | -45.8% | +14.1% | -59.9% | -51.0% |
| YTD | +4.4% | +14.8% | -10.3% | -5.7% |
| 1Y | +7.0% | +21.2% | -14.2% | -7.1% |
| 3Y | -19.3% | +76.6% | -95.8% | -52.2% |
| 5Y | -37.2% | +66.6% | -103.8% | -60.3% |
| All | -71.4% | +128.1% | -199.5% | -90.5% |
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