+615.1%
ING vs VOO
+817.1%
-202.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.8% |
| 7D | +5.5% | +0.1% | +5.4% | +5.4% |
| 30D | +4.9% | +0.1% | +4.8% | +4.7% |
| 3M | +22.9% | +2.0% | +20.9% | +19.5% |
| 6M | +42.5% | +13.0% | +29.5% | +20.7% |
| YTD | +38.7% | +13.6% | +25.1% | +16.8% |
| 1Y | +59.5% | +20.1% | +39.4% | +23.9% |
| 3Y | +212.9% | +77.6% | +135.3% | +34.2% |
| 5Y | +282.0% | +82.4% | +199.6% | +55.0% |
| 10Y | +396.9% | +316.8% | +80.0% | -55.4% |
| All | +615.1% | +817.1% | -202.0% | -89.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling