+123.1%
ING vs VT
+374.2%
-251.1%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.3% | +0.3% |
| 7D | +5.5% | +0.4% | +5.1% | +4.7% |
| 30D | +4.9% | +1.0% | +3.9% | +3.1% |
| 3M | +22.9% | +2.4% | +20.5% | +17.9% |
| 6M | +42.5% | +12.0% | +30.5% | +17.7% |
| YTD | +38.7% | +15.3% | +23.3% | +9.2% |
| 1Y | +59.5% | +22.6% | +36.9% | +12.7% |
| 3Y | +212.9% | +74.7% | +138.2% | +16.7% |
| 5Y | +282.0% | +66.1% | +215.9% | +54.8% |
| 10Y | +396.9% | +225.0% | +171.9% | -42.8% |
| All | +123.1% | +374.2% | -251.1% | -82.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling