+178.7%
ING vs VT
+57.9%
+120.8%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.6% | -1.6% |
| 7D | -5.1% | -1.6% | -3.5% | -3.3% |
| 30D | -11.2% | -2.5% | -8.7% | -8.4% |
| 3M | -11.5% | -1.3% | -10.2% | -10.1% |
| 6M | +9.6% | +3.1% | +6.5% | +6.0% |
| YTD | +15.3% | +10.9% | +4.3% | +2.8% |
| 1Y | +27.7% | +12.1% | +15.7% | +12.5% |
| 3Y | +175.9% | +73.9% | +102.0% | +41.9% |
| All | +178.7% | +57.9% | +120.8% | +66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling