-35.5%
IGC vs VOO
+79.7%
-115.2%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.8% |
| 7D | 0.0% | -0.9% | +0.9% | +0.6% |
| 30D | -28.6% | -2.3% | -26.2% | -27.5% |
| 3M | -28.6% | -1.2% | -27.4% | -28.0% |
| 6M | -33.3% | +3.3% | -36.7% | -34.4% |
| YTD | -28.6% | +12.3% | -40.9% | -32.7% |
| 1Y | -48.7% | +12.5% | -61.2% | -51.7% |
| All | -35.5% | +79.7% | -115.2% | -45.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling