-82.3%
IGC vs VOO
+81.6%
-163.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -3.0% | -3.1% |
| 7D | -6.7% | -0.4% | -6.3% | -6.4% |
| 30D | +3.7% | -1.4% | +5.1% | +5.0% |
| 3M | -3.4% | +3.7% | -7.2% | -6.1% |
| 6M | -3.4% | +13.0% | -16.5% | -12.2% |
| YTD | 0.0% | +12.4% | -12.4% | -8.8% |
| 1Y | -33.3% | +18.6% | -51.9% | -41.7% |
| 3Y | -28.2% | +78.1% | -106.3% | -56.6% |
| 5Y | -82.3% | +82.3% | -164.5% | -89.1% |
| All | -82.3% | +81.6% | -163.9% | -89.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling