+396.6%
ING vs VOO
+314.0%
+82.6%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.6% |
| 7D | +5.4% | +0.5% | +4.9% | +4.8% |
| 30D | +5.5% | -0.9% | +6.4% | +6.6% |
| 3M | +29.3% | +3.9% | +25.4% | +24.1% |
| 6M | +47.0% | +14.5% | +32.4% | +27.5% |
| YTD | +38.6% | +13.0% | +25.7% | +22.2% |
| 1Y | +57.6% | +19.4% | +38.2% | +30.7% |
| 3Y | +223.5% | +78.9% | +144.6% | +68.5% |
| 5Y | +289.3% | +82.3% | +207.0% | +98.8% |
| 10Y | +396.6% | +314.2% | +82.4% | -3.3% |
| All | +396.6% | +314.0% | +82.6% | -3.3% |
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