+90.6%
INDY price history and return analytics
+215.5%
-125.0%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.3% |
| 7D | +7.4% | -2.3% | +9.7% | +9.2% |
| 30D | +12.8% | -5.0% | +17.8% | +17.0% |
| 3M | +3.6% | -4.9% | +8.5% | +7.4% |
| 6M | +3.8% | -1.5% | +5.4% | +4.7% |
| YTD | -7.1% | +8.5% | -15.6% | -13.0% |
| 1Y | -5.6% | +11.4% | -17.0% | -13.4% |
| 3Y | +11.2% | +70.1% | -58.8% | -28.1% |
| 5Y | +4.7% | +53.7% | -49.0% | -26.7% |
| All | +90.6% | +215.5% | -125.0% | -35.4% |
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