+18.9%
IFGL vs VOO
+317.9%
-299.0%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.3% | -0.7% | +0.3% |
| 7D | +2.8% | +0.1% | +2.8% | +2.7% |
| 30D | +6.3% | -3.3% | +9.6% | +8.2% |
| 3M | -5.0% | -2.4% | -2.6% | -3.8% |
| 6M | -6.6% | +2.6% | -9.2% | -8.2% |
| YTD | -3.1% | +11.3% | -14.4% | -9.3% |
| 1Y | -0.8% | +13.4% | -14.2% | -8.2% |
| 3Y | +28.9% | +80.3% | -51.4% | -10.8% |
| 5Y | -13.2% | +72.7% | -85.9% | -38.9% |
| 10Y | +18.9% | +310.0% | -291.1% | -52.2% |
| All | +18.9% | +317.9% | -299.0% | -52.2% |
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