-89.8%
INGN vs VT
+215.5%
-305.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | +0.2% | -11.2% | -11.2% |
| 7D | -12.1% | -2.3% | -9.8% | -9.8% |
| 30D | +3.6% | -5.0% | +8.6% | +9.4% |
| 3M | -7.1% | -4.9% | -2.2% | -2.1% |
| 6M | -15.2% | -1.5% | -13.6% | -14.4% |
| YTD | -10.3% | +8.5% | -18.8% | -18.9% |
| 1Y | -14.2% | +11.4% | -25.6% | -24.6% |
| 3Y | +14.2% | +70.1% | -55.9% | -35.0% |
| 5Y | -83.7% | +53.7% | -137.4% | -89.6% |
| All | -89.8% | +215.5% | -305.3% | -96.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling