+65.1%
IGBH vs VOO
+373.9%
-308.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | +0.1% |
| 7D | +0.1% | +0.5% | -0.4% | 0.0% |
| 30D | +0.9% | -0.9% | +1.9% | +1.1% |
| 3M | +0.7% | +3.9% | -3.2% | -0.2% |
| 6M | +4.4% | +14.5% | -10.2% | +1.0% |
| YTD | +2.9% | +13.0% | -10.1% | -0.1% |
| 1Y | +6.2% | +19.4% | -13.3% | +1.7% |
| 3Y | +24.3% | +78.9% | -54.5% | +7.8% |
| 5Y | +30.3% | +82.3% | -51.9% | +11.7% |
| 10Y | +63.5% | +314.2% | -250.7% | +22.2% |
| All | +65.1% | +373.9% | -308.8% | +23.8% |
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