+131.6%
IGD vs VOO
+321.7%
-190.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.5% |
| 7D | -3.4% | -2.0% | -1.4% | -2.0% |
| 30D | -4.2% | -1.7% | -2.6% | -3.2% |
| 3M | +4.2% | +4.7% | -0.6% | +0.8% |
| 6M | +13.6% | +12.6% | +1.0% | +4.6% |
| YTD | +17.8% | +11.8% | +6.0% | +8.9% |
| 1Y | +18.0% | +17.5% | +0.4% | +5.3% |
| 3Y | +72.3% | +77.0% | -4.6% | +14.2% |
| 5Y | +66.6% | +82.6% | -16.0% | +6.8% |
| All | +131.6% | +321.7% | -190.2% | -24.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling