-100.0%
INDP price history and return analytics
+212.1%
-312.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.8% | +4.8% |
| 7D | +7.4% | -2.3% | +9.8% | +10.3% |
| 30D | +46.9% | -5.0% | +51.9% | +56.5% |
| 3M | +165.6% | -4.9% | +170.5% | +182.0% |
| 6M | +62.0% | -1.5% | +63.5% | +64.8% |
| YTD | +14.1% | +8.5% | +5.6% | +5.1% |
| 1Y | +23.9% | +11.4% | +12.5% | +11.5% |
| 3Y | -95.6% | +70.1% | -165.6% | -97.5% |
| 5Y | -98.4% | +53.7% | -152.2% | -99.0% |
| 10Y | -100.0% | +220.0% | -319.9% | -100.0% |
| All | -100.0% | +212.1% | -312.1% | -100.0% |
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 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