-36.4%
INDP price history and return analytics
+21.4%
-57.8%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +51.6% | -0.5% | +52.1% | +52.6% |
| 7D | +63.7% | +1.0% | +62.7% | +59.8% |
| 30D | +56.8% | -0.2% | +57.0% | +56.5% |
| 3M | -11.9% | +4.5% | -16.4% | -23.5% |
| 6M | 0.0% | +14.1% | -14.1% | -27.4% |
| YTD | -36.4% | +14.8% | -51.2% | -53.1% |
| 1Y | -36.4% | +21.2% | -57.6% | -58.8% |
| All | -36.4% | +21.4% | -57.8% | -58.8% |
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