-97.6%
IGC vs VOO
+806.9%
-904.5%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -1.4% |
| 7D | 0.0% | -0.9% | +0.9% | +1.0% |
| 30D | -28.6% | -2.3% | -26.2% | -26.6% |
| 3M | -28.6% | -1.2% | -27.4% | -27.6% |
| 6M | -33.3% | +3.3% | -36.7% | -35.8% |
| YTD | -28.6% | +12.3% | -40.9% | -37.5% |
| 1Y | -48.7% | +12.5% | -61.2% | -55.2% |
| 3Y | -33.3% | +79.2% | -112.5% | -67.2% |
| 5Y | -86.0% | +75.7% | -161.7% | -92.9% |
| 10Y | -44.4% | +313.7% | -358.1% | -88.7% |
| All | -97.6% | +806.9% | -904.5% | -99.9% |
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