+298.5%
ING vs VOO
+306.9%
-8.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.9% |
| 7D | +8.0% | -0.6% | +8.5% | +8.6% |
| 30D | 0.0% | -3.6% | +3.6% | +4.0% |
| 3M | -5.3% | -2.7% | -2.6% | -2.5% |
| 6M | +12.2% | +2.2% | +9.9% | +9.6% |
| YTD | +24.4% | +10.9% | +13.5% | +11.9% |
| 1Y | +32.4% | +11.3% | +21.1% | +18.6% |
| 3Y | +200.8% | +76.9% | +123.9% | +58.9% |
| 5Y | +204.8% | +73.5% | +131.3% | +65.0% |
| 10Y | +298.5% | +307.7% | -9.2% | -22.0% |
| All | +298.5% | +306.9% | -8.4% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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