-37.7%
INGN vs VOO
+17.3%
-55.0%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.4% |
| 7D | -5.0% | -2.0% | -3.0% | -3.9% |
| 30D | -12.2% | -1.7% | -10.5% | -11.4% |
| 3M | -21.4% | +4.7% | -26.1% | -23.3% |
| 6M | -16.7% | +12.6% | -29.3% | -23.5% |
| YTD | -22.9% | +11.8% | -34.7% | -29.1% |
| 1Y | -37.7% | +17.5% | -55.3% | -45.4% |
| All | -37.7% | +17.3% | -55.0% | -45.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling