+143.0%
INDV price history and return analytics
+66.2%
+76.8%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.8% |
| 7D | -0.7% | +1.0% | -1.7% | -0.6% |
| 30D | -11.6% | -0.2% | -11.4% | -11.6% |
| 3M | -8.2% | +4.5% | -12.8% | -8.0% |
| 6M | +6.4% | +14.1% | -7.7% | +7.0% |
| YTD | -4.3% | +14.8% | -19.1% | -3.6% |
| 1Y | +38.7% | +21.2% | +17.5% | +41.0% |
| 3Y | +52.9% | +76.6% | -23.7% | +79.3% |
| 5Y | +143.0% | +66.6% | +76.4% | +237.0% |
| All | +143.0% | +66.2% | +76.8% | +237.0% |
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 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