-5.4%
INGR price history and return analytics
+221.4%
-226.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.2% |
| 7D | -3.4% | +1.0% | -4.4% | -4.1% |
| 30D | -3.5% | -0.2% | -3.2% | -3.4% |
| 3M | +1.9% | +4.5% | -2.6% | -1.5% |
| 6M | -10.9% | +14.1% | -24.9% | -19.6% |
| YTD | -6.5% | +14.8% | -21.3% | -16.1% |
| 1Y | -19.0% | +21.2% | -40.2% | -30.3% |
| 3Y | +9.5% | +76.6% | -67.1% | -30.7% |
| 5Y | +32.5% | +66.6% | -34.1% | -12.7% |
| 10Y | -5.4% | +222.3% | -227.6% | -64.7% |
| All | -5.4% | +221.4% | -226.8% | -64.7% |
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