+14.8%
INGM vs VOO
+32.5%
-17.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.3% | +5.0% | +5.1% |
| 7D | +3.9% | -0.6% | +4.4% | +4.7% |
| 30D | -0.7% | -3.6% | +3.0% | +4.3% |
| 3M | -0.4% | -2.7% | +2.3% | +3.5% |
| 6M | +1.9% | +2.2% | -0.4% | -0.9% |
| YTD | +30.3% | +10.9% | +19.4% | +13.8% |
| 1Y | +28.9% | +11.3% | +17.5% | +12.1% |
| All | +14.8% | +32.5% | -17.7% | -20.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling