+29.9%
IGEB vs VOO
+262.7%
-232.8%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | 0.0% |
| 7D | +0.1% | +0.5% | -0.4% | +0.1% |
| 30D | -0.6% | -0.9% | +0.4% | -0.5% |
| 3M | -0.5% | +3.9% | -4.4% | -1.0% |
| 6M | -1.0% | +14.5% | -15.6% | -2.5% |
| YTD | -0.5% | +13.0% | -13.5% | -1.9% |
| 1Y | +0.3% | +19.4% | -19.1% | -1.6% |
| 3Y | +18.2% | +78.9% | -60.6% | +10.7% |
| 5Y | +2.5% | +82.3% | -79.8% | -4.8% |
| All | +29.9% | +262.7% | -232.8% | +14.8% |
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