+22.9%
IAG vs VOO
+817.1%
-794.2%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.0% |
| 7D | -0.5% | +0.1% | -0.6% | -0.5% |
| 30D | +28.9% | +0.1% | +28.8% | +28.9% |
| 3M | +19.1% | +2.0% | +17.1% | +18.3% |
| 6M | -10.3% | +13.0% | -23.3% | -15.6% |
| YTD | +24.2% | +13.6% | +10.6% | +16.5% |
| 1Y | +116.5% | +20.1% | +96.4% | +97.6% |
| 3Y | +742.8% | +77.6% | +665.2% | +528.5% |
| 5Y | +753.3% | +82.4% | +670.9% | +521.9% |
| 10Y | +403.2% | +316.8% | +86.4% | +140.5% |
| All | +22.9% | +817.1% | -794.2% | -68.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling