-18.3%
INGR vs VOO
+18.9%
-37.2%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | -1.8% | -0.4% | -1.5% | -1.8% |
| 30D | -2.7% | -1.4% | -1.3% | -2.5% |
| 3M | 0.0% | +3.7% | -3.8% | -0.2% |
| 6M | -9.7% | +13.0% | -22.8% | -11.1% |
| YTD | -6.5% | +12.4% | -18.9% | -7.9% |
| 1Y | -18.3% | +18.6% | -36.9% | -19.1% |
| All | -18.3% | +18.9% | -37.2% | -19.1% |
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