+195.6%
ING vs VT
+53.2%
+142.4%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.4% | +4.2% |
| 7D | +1.2% | -4.2% | +5.4% | +6.4% |
| 30D | -6.5% | -5.8% | -0.7% | +0.3% |
| 3M | -8.0% | -5.2% | -2.7% | -2.0% |
| 6M | +16.3% | +0.1% | +16.2% | +16.3% |
| YTD | +21.7% | +8.2% | +13.5% | +11.6% |
| 1Y | +34.0% | +10.1% | +23.8% | +20.4% |
| 3Y | +191.4% | +69.7% | +121.7% | +54.1% |
| 5Y | +195.6% | +53.4% | +142.2% | +83.2% |
| All | +195.6% | +53.2% | +142.4% | +83.2% |
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