+284.3%
INGR vs VOO
+806.9%
-522.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | 0.0% |
| 7D | -4.7% | -0.9% | -3.7% | -4.1% |
| 30D | -3.5% | -2.3% | -1.2% | -2.1% |
| 3M | -10.5% | -1.2% | -9.4% | -10.1% |
| 6M | -11.1% | +3.3% | -14.4% | -13.9% |
| YTD | -13.1% | +12.3% | -25.4% | -21.3% |
| 1Y | -12.3% | +12.5% | -24.8% | -20.8% |
| 3Y | -1.5% | +79.2% | -80.7% | -40.2% |
| 5Y | +7.6% | +75.7% | -68.0% | -34.7% |
| 10Y | +4.3% | +313.7% | -309.4% | -72.2% |
| All | +284.3% | +806.9% | -522.6% | -56.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling