+65.3%
IFGL vs VOO
+817.1%
-751.8%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | -0.4% | +0.1% | -0.5% | -0.4% |
| 30D | -2.9% | +0.1% | -2.9% | -2.9% |
| 3M | +0.9% | +2.0% | -1.1% | -0.6% |
| 6M | -6.8% | +13.0% | -19.8% | -14.5% |
| YTD | -1.0% | +13.6% | -14.6% | -9.6% |
| 1Y | +2.6% | +20.1% | -17.5% | -10.0% |
| 3Y | +25.0% | +77.6% | -52.5% | -18.3% |
| 5Y | -13.2% | +82.4% | -95.6% | -45.0% |
| 10Y | +12.7% | +316.8% | -304.1% | -65.2% |
| All | +65.3% | +817.1% | -751.8% | -77.5% |
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