+215.0%
IGD vs VOO
+800.4%
-585.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.7% |
| 7D | +2.5% | +2.6% | 0.0% | +0.7% |
| 30D | +3.4% | -2.0% | +5.3% | +4.8% |
| 3M | -0.8% | -2.8% | +1.9% | +1.0% |
| 6M | +12.1% | +2.2% | +10.0% | +10.2% |
| YTD | +22.5% | +11.5% | +11.0% | +13.1% |
| 1Y | +24.9% | +13.5% | +11.4% | +13.8% |
| 3Y | +80.7% | +78.1% | +2.6% | +17.9% |
| 5Y | +73.5% | +73.1% | +0.4% | +14.3% |
| 10Y | +148.5% | +310.7% | -162.2% | -16.7% |
| All | +215.0% | +800.4% | -585.5% | -41.5% |
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