+538.5%
ING vs VOO
+798.5%
-260.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.3% | +2.0% | +1.1% |
| 7D | +5.8% | +0.1% | +5.7% | +5.5% |
| 30D | -0.5% | -3.3% | +2.8% | +4.1% |
| 3M | -5.7% | -2.4% | -3.3% | -2.7% |
| 6M | +11.7% | +2.6% | +9.1% | +7.6% |
| YTD | +23.8% | +11.3% | +12.6% | +7.2% |
| 1Y | +34.7% | +13.4% | +21.3% | +13.5% |
| 3Y | +203.8% | +80.3% | +123.5% | +27.3% |
| 5Y | +203.2% | +72.7% | +130.4% | +33.5% |
| 10Y | +301.3% | +310.0% | -8.7% | -63.3% |
| All | +538.5% | +798.5% | -260.0% | -90.2% |
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