+204.6%
INGR vs VT
+345.0%
-140.4%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.1% | +4.1% | +3.4% |
| 7D | +1.9% | -4.2% | +6.1% | +5.4% |
| 30D | +0.7% | -5.8% | +6.5% | +5.5% |
| 3M | -5.7% | -5.2% | -0.4% | -1.8% |
| 6M | -8.3% | +0.1% | -8.4% | -9.2% |
| YTD | -9.5% | +8.2% | -17.8% | -16.6% |
| 1Y | -7.4% | +10.1% | -17.5% | -15.9% |
| 3Y | +9.4% | +69.7% | -60.2% | -32.6% |
| 5Y | +13.3% | +53.4% | -40.0% | -24.9% |
| 10Y | -1.3% | +219.2% | -220.6% | -66.6% |
| All | +204.6% | +345.0% | -140.4% | -23.0% |
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