-0.6%
INGR vs VOO
+78.4%
-79.0%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.3% | -1.2% | +0.5% |
| 7D | -6.2% | +0.1% | -6.3% | -6.3% |
| 30D | -2.4% | -3.3% | +0.9% | -1.6% |
| 3M | -10.3% | -2.4% | -7.9% | -9.8% |
| 6M | -12.1% | +2.6% | -14.7% | -13.0% |
| YTD | -13.1% | +11.3% | -24.4% | -16.3% |
| 1Y | -11.7% | +13.4% | -25.1% | -15.5% |
| 3Y | -0.6% | +80.3% | -80.9% | -24.0% |
| All | -0.6% | +78.4% | -79.0% | -24.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling