+6.8%
INGR price history and return analytics
+53.4%
-46.6%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.2% | -6.1% | -6.0% |
| 7D | -5.4% | -2.3% | -3.1% | -4.4% |
| 30D | -2.7% | -5.0% | +2.3% | -0.4% |
| 3M | -10.1% | -4.9% | -5.2% | -8.1% |
| 6M | -12.3% | -1.5% | -10.7% | -12.0% |
| YTD | -14.1% | +8.5% | -22.6% | -18.4% |
| 1Y | -11.0% | +11.4% | -22.4% | -16.7% |
| 3Y | +4.2% | +70.1% | -65.8% | -25.0% |
| All | +6.8% | +53.4% | -46.6% | -17.9% |
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