+6.1%
INGR vs VT
+221.8%
-215.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.7% |
| 7D | +2.6% | +2.4% | +0.3% | +1.0% |
| 30D | -3.3% | -1.5% | -1.8% | -2.5% |
| 3M | -9.6% | -4.1% | -5.5% | -7.2% |
| 6M | -9.6% | +0.6% | -10.2% | -10.6% |
| YTD | -11.8% | +11.0% | -22.9% | -19.2% |
| 1Y | -9.7% | +13.3% | -23.1% | -18.6% |
| 3Y | +0.1% | +73.4% | -73.3% | -36.0% |
| 5Y | +9.3% | +57.4% | -48.2% | -24.9% |
| All | +6.1% | +221.8% | -215.6% | -59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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