+365.6%
IAG vs VOO
+309.6%
+55.9%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.4% | +1.3% |
| 7D | -7.7% | +2.6% | -10.2% | -9.0% |
| 30D | +1.6% | -2.0% | +3.6% | +3.0% |
| 3M | -2.4% | -2.8% | +0.3% | -0.5% |
| 6M | -7.8% | +2.2% | -10.0% | -8.2% |
| YTD | +5.0% | +11.5% | -6.5% | +0.1% |
| 1Y | +25.7% | +13.5% | +12.2% | +18.9% |
| 3Y | +694.5% | +78.1% | +616.4% | +508.9% |
| 5Y | +421.7% | +73.1% | +348.5% | +295.6% |
| All | +365.6% | +309.6% | +55.9% | +199.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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