-91.2%
INGN vs VOO
+321.7%
-412.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.1% |
| 7D | -5.0% | -2.0% | -3.0% | -3.0% |
| 30D | -12.2% | -1.7% | -10.5% | -10.7% |
| 3M | -21.4% | +4.7% | -26.1% | -25.1% |
| 6M | -16.7% | +12.6% | -29.3% | -26.4% |
| YTD | -22.9% | +11.8% | -34.7% | -31.5% |
| 1Y | -37.7% | +17.5% | -55.3% | -47.4% |
| 3Y | -13.7% | +77.0% | -90.7% | -50.6% |
| 5Y | -89.5% | +82.6% | -172.1% | -94.1% |
| All | -91.2% | +321.7% | -412.9% | -98.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling