+284.1%
INGR vs VOO
+798.5%
-514.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.3% | -1.2% | -0.6% |
| 7D | -6.2% | +0.1% | -6.3% | -6.4% |
| 30D | -2.4% | -3.3% | +0.9% | -0.2% |
| 3M | -10.3% | -2.4% | -7.9% | -9.0% |
| 6M | -12.1% | +2.6% | -14.7% | -14.4% |
| YTD | -13.1% | +11.3% | -24.4% | -20.8% |
| 1Y | -11.7% | +13.4% | -25.1% | -20.8% |
| 3Y | -0.6% | +80.3% | -80.9% | -40.1% |
| 5Y | +7.2% | +72.7% | -65.5% | -34.1% |
| 10Y | -3.0% | +310.0% | -313.0% | -73.9% |
| All | +284.1% | +798.5% | -514.4% | -56.6% |
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