+18.9%
INGM vs VOO
+33.2%
-14.3%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -0.7% |
| 7D | +12.1% | +2.6% | +9.5% | +8.4% |
| 30D | +5.2% | -2.0% | +7.2% | +8.0% |
| 3M | +0.7% | -2.8% | +3.4% | +4.6% |
| 6M | +10.8% | +2.2% | +8.6% | +7.9% |
| YTD | +35.0% | +11.5% | +23.4% | +17.0% |
| 1Y | +40.8% | +13.5% | +27.4% | +19.4% |
| All | +18.9% | +33.2% | -14.3% | -17.9% |
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