+0.6%
INGR vs VOO
+306.9%
-306.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.7% |
| 7D | -5.0% | -0.6% | -4.4% | -4.8% |
| 30D | -3.3% | -3.6% | +0.3% | -1.2% |
| 3M | -10.4% | -2.7% | -7.6% | -9.0% |
| 6M | -12.9% | +2.2% | -15.1% | -14.7% |
| YTD | -13.9% | +10.9% | -24.8% | -20.3% |
| 1Y | -11.6% | +11.3% | -22.9% | -18.5% |
| 3Y | -2.4% | +76.9% | -79.3% | -36.4% |
| 5Y | +5.3% | +73.5% | -68.2% | -31.1% |
| 10Y | +0.6% | +307.7% | -307.1% | -67.8% |
| All | +0.6% | +306.9% | -306.3% | -67.8% |
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