+301.8%
ING price history and return analytics
+222.7%
+79.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.5% |
| 7D | +1.2% | +2.9% | -1.7% | -2.4% |
| 30D | -1.8% | -2.5% | +0.7% | +1.4% |
| 3M | -7.2% | -3.3% | -3.9% | -3.2% |
| 6M | +12.4% | +1.5% | +10.9% | +10.2% |
| YTD | +23.2% | +11.4% | +11.8% | +7.9% |
| 1Y | +30.1% | +11.9% | +18.2% | +13.3% |
| 3Y | +197.9% | +73.9% | +124.0% | +44.1% |
| 5Y | +201.4% | +57.9% | +143.5% | +68.6% |
| All | +301.8% | +222.7% | +79.1% | -16.9% |
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