+9.5%
INGM vs VOO
+34.3%
-24.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -0.5% | -7.0% | -6.9% |
| 7D | -5.2% | -0.4% | -4.8% | -4.7% |
| 30D | -5.0% | -1.4% | -3.6% | -3.2% |
| 3M | -9.6% | +3.7% | -13.3% | -13.9% |
| 6M | +19.3% | +13.0% | +6.2% | +1.1% |
| YTD | +24.3% | +12.4% | +11.8% | +6.5% |
| 1Y | +30.2% | +18.6% | +11.6% | +4.1% |
| All | +9.5% | +34.3% | -24.8% | -25.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling