+64.0%
INDV price history and return analytics
+222.7%
-158.7%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +2.0% | +1.5% |
| 7D | -0.8% | -0.1% | -0.7% | -0.8% |
| 30D | -9.6% | -0.7% | -8.9% | -9.5% |
| 3M | -9.1% | +4.0% | -13.1% | -10.1% |
| 6M | +6.7% | +12.3% | -5.6% | +3.5% |
| YTD | -3.1% | +14.0% | -17.1% | -6.3% |
| 1Y | +41.0% | +20.3% | +20.7% | +34.6% |
| 3Y | +54.9% | +75.4% | -20.6% | +38.9% |
| 5Y | +146.2% | +66.0% | +80.2% | +129.4% |
| 10Y | +64.0% | +228.2% | -164.2% | +8.0% |
| All | +64.0% | +222.7% | -158.7% | +8.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling