-64.2%
INGN vs VOO
+421.5%
-485.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.2% |
| 7D | -1.5% | +0.1% | -1.6% | -1.5% |
| 30D | -17.4% | +0.1% | -17.4% | -17.4% |
| 3M | -14.1% | +2.0% | -16.1% | -16.1% |
| 6M | -14.1% | +13.0% | -27.1% | -24.2% |
| YTD | -19.3% | +13.6% | -32.9% | -29.2% |
| 1Y | -33.3% | +20.1% | -53.3% | -44.5% |
| 3Y | -12.3% | +77.6% | -89.9% | -49.2% |
| 5Y | -91.1% | +82.4% | -173.5% | -94.9% |
| 10Y | -90.7% | +316.8% | -407.5% | -97.4% |
| All | -64.2% | +421.5% | -485.7% | -91.6% |
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