+204.4%
INGR vs VT
+363.9%
-159.5%
-63.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.7% | -1.1% | -0.8% |
| 7D | +3.3% | -0.3% | +3.6% | +3.5% |
| 30D | +0.5% | -1.4% | +2.0% | +1.6% |
| 3M | -6.9% | -1.4% | -5.6% | -6.1% |
| 6M | -8.1% | +5.5% | -13.6% | -12.8% |
| YTD | -9.6% | +12.8% | -22.4% | -19.3% |
| 1Y | -7.2% | +15.4% | -22.6% | -18.8% |
| 3Y | +9.4% | +76.9% | -67.5% | -34.8% |
| 5Y | +15.4% | +60.4% | -45.0% | -26.2% |
| 10Y | -1.4% | +232.8% | -234.2% | -67.7% |
| All | +204.4% | +363.9% | -159.5% | -25.5% |
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