+304.1%
ING price history and return analytics
+221.8%
+82.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.9% |
| 7D | +4.4% | +2.4% | +2.0% | +1.3% |
| 30D | -0.7% | -1.5% | +0.8% | +1.2% |
| 3M | -6.7% | -4.1% | -2.6% | -1.6% |
| 6M | +13.4% | +0.6% | +12.8% | +12.6% |
| YTD | +23.9% | +11.0% | +12.9% | +8.9% |
| 1Y | +32.4% | +13.3% | +19.1% | +13.4% |
| 3Y | +199.8% | +73.4% | +126.4% | +45.5% |
| 5Y | +203.1% | +57.4% | +145.7% | +70.2% |
| All | +304.1% | +221.8% | +82.4% | -16.1% |
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