-55.3%
INGN vs VT
+239.3%
-294.7%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -4.1% | -2.2% | -2.1% |
| 7D | -6.7% | -4.2% | -2.6% | -2.5% |
| 30D | +17.3% | -5.8% | +23.1% | +24.8% |
| 3M | +3.2% | -5.2% | +8.4% | +9.0% |
| 6M | -4.0% | +0.1% | -4.1% | -4.8% |
| YTD | +0.7% | +8.2% | -7.5% | -8.2% |
| 1Y | -8.4% | +10.1% | -18.5% | -18.0% |
| 3Y | +27.0% | +69.7% | -42.6% | -25.4% |
| 5Y | -81.7% | +53.4% | -135.0% | -88.0% |
| 10Y | -88.2% | +219.2% | -307.5% | -95.8% |
| All | -55.3% | +239.3% | -294.7% | -85.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling