+59.2%
IFGL vs VOO
+777.9%
-718.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -2.0% |
| 7D | +2.1% | -2.7% | +4.8% | +3.9% |
| 30D | +5.2% | -5.4% | +10.6% | +9.1% |
| 3M | -6.0% | -4.1% | -1.9% | -3.4% |
| 6M | -9.3% | +0.7% | -10.1% | -10.1% |
| YTD | -4.7% | +8.7% | -13.4% | -10.4% |
| 1Y | -1.9% | +11.0% | -12.8% | -9.2% |
| 3Y | +24.7% | +75.5% | -50.8% | -18.1% |
| 5Y | -14.7% | +68.4% | -83.1% | -42.9% |
| 10Y | +16.4% | +315.7% | -299.2% | -64.5% |
| All | +59.2% | +777.9% | -718.7% | -77.8% |
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