-47.1%
IGC vs VOO
+309.6%
-356.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.5% |
| 7D | -10.0% | +2.6% | -12.6% | -12.9% |
| 30D | -28.0% | -2.0% | -26.0% | -26.1% |
| 3M | -37.9% | -2.8% | -35.2% | -35.6% |
| 6M | -40.0% | +2.2% | -42.2% | -41.7% |
| YTD | -35.7% | +11.5% | -47.2% | -44.4% |
| 1Y | -50.0% | +13.5% | -63.5% | -57.7% |
| 3Y | -41.9% | +78.1% | -120.0% | -74.8% |
| 5Y | -87.8% | +73.1% | -161.0% | -94.5% |
| All | -47.1% | +309.6% | -356.7% | -93.5% |
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 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