+1.9%
INGM vs VT
+31.7%
-29.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -4.1% | -2.4% | -1.1% |
| 7D | -14.6% | -4.2% | -10.4% | -9.6% |
| 30D | -13.2% | -5.8% | -7.4% | -6.1% |
| 3M | -14.8% | -5.2% | -9.5% | -8.3% |
| 6M | -13.6% | +0.1% | -13.7% | -13.9% |
| YTD | +15.7% | +8.2% | +7.4% | +2.8% |
| 1Y | +11.7% | +10.1% | +1.6% | -3.2% |
| All | +1.9% | +31.7% | -29.8% | -30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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