+214.6%
IDGT vs VOO
+325.3%
-110.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.8% | +2.2% | +2.2% |
| 7D | +2.2% | -0.8% | +3.0% | +3.0% |
| 30D | -4.7% | -1.1% | -3.7% | -3.6% |
| 3M | -6.2% | +3.9% | -10.1% | -9.7% |
| 6M | +18.1% | +13.6% | +4.5% | +3.9% |
| YTD | +37.3% | +12.7% | +24.6% | +21.9% |
| 1Y | +34.5% | +17.6% | +17.0% | +14.4% |
| 3Y | +85.2% | +77.3% | +7.9% | +3.2% |
| 5Y | +72.3% | +84.1% | -11.8% | -7.1% |
| All | +214.6% | +325.3% | -110.7% | -28.2% |
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