-97.9%
IGC vs VOO
+800.4%
-898.3%
-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 | -10.0% | +2.6% | -12.6% | -12.6% |
| 30D | -28.0% | -2.0% | -26.0% | -26.3% |
| 3M | -37.9% | -2.8% | -35.2% | -35.9% |
| 6M | -40.0% | +2.2% | -42.2% | -41.5% |
| YTD | -35.7% | +11.5% | -47.2% | -43.2% |
| 1Y | -50.0% | +13.5% | -63.5% | -56.7% |
| 3Y | -41.9% | +78.1% | -120.0% | -71.2% |
| 5Y | -87.8% | +73.1% | -161.0% | -93.7% |
| 10Y | -50.0% | +310.7% | -360.7% | -89.7% |
| All | -97.9% | +800.4% | -898.3% | -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