+166.5%
IGE vs VOO
+80.3%
+86.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.0% |
| 7D | -1.2% | -2.0% | +0.8% | +0.2% |
| 30D | +4.3% | -1.7% | +6.0% | +5.5% |
| 3M | +11.7% | +4.7% | +7.0% | +7.9% |
| 6M | +9.0% | +12.6% | -3.5% | -0.3% |
| YTD | +32.1% | +11.8% | +20.3% | +21.4% |
| 1Y | +39.5% | +17.5% | +21.9% | +23.3% |
| 3Y | +66.2% | +77.0% | -10.8% | +7.7% |
| 5Y | +166.5% | +82.6% | +83.9% | +65.1% |
| All | +166.5% | +80.3% | +86.1% | +65.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling