-8.3%
INGR price history and return analytics
+215.5%
-223.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.2% | -6.1% | -6.0% |
| 7D | -5.4% | -2.3% | -3.1% | -4.0% |
| 30D | -2.7% | -5.0% | +2.3% | +0.6% |
| 3M | -10.1% | -4.9% | -5.2% | -7.2% |
| 6M | -12.3% | -1.5% | -10.7% | -12.0% |
| YTD | -14.1% | +8.5% | -22.6% | -20.0% |
| 1Y | -11.0% | +11.4% | -22.4% | -18.8% |
| 3Y | +4.2% | +70.1% | -65.8% | -32.5% |
| 5Y | +7.6% | +53.7% | -46.1% | -24.8% |
| All | -8.3% | +215.5% | -223.8% | -66.3% |
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