-86.0%
IGC vs VOO
+75.1%
-161.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -1.0% |
| 7D | 0.0% | -0.9% | +0.9% | +0.7% |
| 30D | -28.6% | -2.3% | -26.2% | -27.1% |
| 3M | -28.6% | -1.2% | -27.4% | -27.8% |
| 6M | -33.3% | +3.3% | -36.7% | -35.0% |
| YTD | -28.6% | +12.3% | -40.9% | -34.7% |
| 1Y | -48.7% | +12.5% | -61.2% | -53.2% |
| 3Y | -33.3% | +79.2% | -112.5% | -59.7% |
| 5Y | -86.0% | +75.7% | -161.7% | -90.8% |
| All | -86.0% | +75.1% | -161.2% | -90.8% |
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 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