+207.6%
IGD vs VOO
+812.0%
-604.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | -0.1% | -0.2% |
| 7D | -1.8% | +0.5% | -2.4% | -2.2% |
| 30D | -1.5% | -0.9% | -0.6% | -0.9% |
| 3M | +6.9% | +3.9% | +3.0% | +3.9% |
| 6M | +14.8% | +14.5% | +0.3% | +4.2% |
| YTD | +19.6% | +13.0% | +6.7% | +9.6% |
| 1Y | +20.0% | +19.4% | +0.6% | +5.6% |
| 3Y | +75.1% | +78.9% | -3.8% | +13.9% |
| 5Y | +68.7% | +82.3% | -13.6% | +6.9% |
| 10Y | +133.6% | +314.2% | -180.6% | -22.1% |
| All | +207.6% | +812.0% | -604.4% | -43.3% |
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