+18.3%
INGM vs VOO
+34.9%
-16.6%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -0.9% |
| 7D | +2.8% | +0.5% | +2.2% | +2.1% |
| 30D | +0.2% | -0.9% | +1.2% | +1.5% |
| 3M | -3.6% | +3.9% | -7.5% | -8.4% |
| 6M | +29.9% | +14.5% | +15.4% | +8.1% |
| YTD | +34.3% | +13.0% | +21.4% | +14.3% |
| 1Y | +40.9% | +19.4% | +21.5% | +11.5% |
| All | +18.3% | +34.9% | -16.6% | -19.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling