+165.7%
IGA vs VOO
+325.3%
-159.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | -0.2% |
| 7D | -1.1% | -0.8% | -0.4% | -0.6% |
| 30D | +2.3% | -1.1% | +3.3% | +3.0% |
| 3M | +9.4% | +3.9% | +5.5% | +6.4% |
| 6M | +14.2% | +13.6% | +0.6% | +4.4% |
| YTD | +14.8% | +12.7% | +2.1% | +5.4% |
| 1Y | +16.1% | +17.6% | -1.5% | +3.3% |
| 3Y | +73.5% | +77.3% | -3.8% | +14.4% |
| 5Y | +67.9% | +84.1% | -16.2% | +6.5% |
| All | +165.7% | +325.3% | -159.5% | -8.9% |
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 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