+6.1%
INGM vs VT
+32.0%
-25.9%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +0.2% | +3.9% | +3.8% |
| 7D | -10.4% | -2.3% | -8.1% | -7.5% |
| 30D | -8.0% | -5.0% | -3.0% | -1.5% |
| 3M | -10.6% | -4.9% | -5.7% | -4.2% |
| 6M | -4.7% | -1.5% | -3.2% | -2.6% |
| YTD | +20.4% | +8.5% | +12.0% | +6.8% |
| 1Y | +16.6% | +11.4% | +5.2% | -0.7% |
| All | +6.1% | +32.0% | -25.9% | -28.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling