-91.2%
INGN price history and return analytics
+66.2%
-157.4%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -2.9% |
| 7D | -1.9% | +1.0% | -2.9% | -3.1% |
| 30D | -13.6% | -0.2% | -13.3% | -13.3% |
| 3M | -13.7% | +4.5% | -18.2% | -19.0% |
| 6M | -19.2% | +14.1% | -33.2% | -32.9% |
| YTD | -22.2% | +14.8% | -36.9% | -36.2% |
| 1Y | -38.1% | +21.2% | -59.3% | -53.1% |
| 3Y | -12.8% | +76.6% | -89.4% | -60.3% |
| 5Y | -91.2% | +66.6% | -157.8% | -95.6% |
| All | -91.2% | +66.2% | -157.4% | -95.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling