+191.4%
ING price history and return analytics
+69.4%
+122.0%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.4% | +3.8% |
| 7D | +1.2% | -4.2% | +5.4% | +6.0% |
| 30D | -6.5% | -5.8% | -0.7% | -0.2% |
| 3M | -8.0% | -5.2% | -2.7% | -2.5% |
| 6M | +16.3% | +0.1% | +16.2% | +16.3% |
| YTD | +21.7% | +8.2% | +13.5% | +12.7% |
| 1Y | +34.0% | +10.1% | +23.8% | +22.0% |
| All | +191.4% | +69.4% | +122.0% | +70.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling