-96.4%
IGC vs VOO
+817.1%
-913.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.4% |
| 7D | -3.2% | +0.1% | -3.3% | -3.4% |
| 30D | +20.0% | +0.1% | +19.9% | +20.1% |
| 3M | +3.4% | +2.0% | +1.4% | +1.1% |
| 6M | +3.4% | +13.0% | -9.6% | -9.9% |
| YTD | +7.1% | +13.6% | -6.4% | -7.3% |
| 1Y | -31.8% | +20.1% | -51.9% | -44.6% |
| 3Y | -11.8% | +77.6% | -89.3% | -56.0% |
| 5Y | -81.5% | +82.4% | -163.9% | -91.1% |
| 10Y | -26.8% | +316.8% | -343.7% | -85.3% |
| All | -96.4% | +817.1% | -913.5% | -99.8% |
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