+223.9%
ING vs VOO
+80.9%
+143.1%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.6% |
| 7D | +5.5% | +0.1% | +5.4% | +5.4% |
| 30D | +4.9% | +0.1% | +4.8% | +4.8% |
| 3M | +22.9% | +2.0% | +20.9% | +20.8% |
| 6M | +42.5% | +13.0% | +29.5% | +28.7% |
| YTD | +38.7% | +13.6% | +25.1% | +25.0% |
| 1Y | +59.5% | +20.1% | +39.4% | +37.7% |
| All | +223.9% | +80.9% | +143.1% | +101.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling