+6.1%
INGM vs VOO
+29.9%
-23.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.3% | +3.8% | +3.7% |
| 7D | -10.4% | -2.7% | -7.7% | -7.1% |
| 30D | -8.0% | -5.4% | -2.6% | -1.0% |
| 3M | -10.6% | -4.1% | -6.5% | -5.4% |
| 6M | -4.7% | +0.7% | -5.4% | -5.5% |
| YTD | +20.4% | +8.7% | +11.7% | +8.0% |
| 1Y | +16.6% | +11.0% | +5.6% | +1.7% |
| All | +6.1% | +29.9% | -23.8% | -24.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling