+216.6%
INGR vs VT
+374.2%
-157.6%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -3.2% | +0.4% | -3.7% | -3.6% |
| 30D | -2.0% | +1.0% | -2.9% | -2.8% |
| 3M | +2.7% | +2.4% | +0.3% | +0.2% |
| 6M | -9.5% | +12.0% | -21.5% | -18.5% |
| YTD | -6.0% | +15.3% | -21.3% | -17.5% |
| 1Y | -18.4% | +22.6% | -41.0% | -32.1% |
| 3Y | +7.1% | +74.7% | -67.6% | -35.4% |
| 5Y | +32.3% | +66.1% | -33.9% | -17.8% |
| 10Y | -5.2% | +225.0% | -230.2% | -68.1% |
| All | +216.6% | +374.2% | -157.6% | -23.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling