+260.4%
IGA vs VOO
+812.0%
-551.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.3% |
| 7D | -1.3% | +0.5% | -1.9% | -1.7% |
| 30D | +3.1% | -0.9% | +4.0% | +3.7% |
| 3M | +11.6% | +3.9% | +7.8% | +8.5% |
| 6M | +13.8% | +14.5% | -0.7% | +3.0% |
| YTD | +16.0% | +13.0% | +3.0% | +6.0% |
| 1Y | +18.1% | +19.4% | -1.3% | +3.6% |
| 3Y | +75.1% | +78.9% | -3.7% | +13.3% |
| 5Y | +69.3% | +82.3% | -12.9% | +6.7% |
| 10Y | +166.1% | +314.2% | -148.1% | -12.0% |
| All | +260.4% | +812.0% | -551.6% | -35.4% |
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