+98.1%
INDY price history and return analytics
+217.6%
-119.6%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.8% |
| 7D | +6.6% | -0.1% | +6.8% | +6.6% |
| 30D | +14.0% | -3.1% | +17.1% | +16.5% |
| 3M | +5.1% | -3.5% | +8.6% | +7.7% |
| 6M | +6.0% | +0.5% | +5.5% | +5.2% |
| YTD | -6.0% | +10.8% | -16.8% | -13.4% |
| 1Y | -5.2% | +11.9% | -17.1% | -13.4% |
| 3Y | +12.1% | +73.0% | -60.9% | -28.4% |
| 5Y | +6.5% | +58.6% | -52.1% | -27.4% |
| 10Y | +98.1% | +219.2% | -121.1% | -33.6% |
| All | +98.1% | +217.6% | -119.6% | -33.6% |
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