+29.5%
IGEB vs VOO
+257.3%
-227.8%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.3% | -2.3% | -0.2% |
| 7D | +0.7% | +0.1% | +0.6% | +0.7% |
| 30D | +1.7% | -3.3% | +5.0% | +2.1% |
| 3M | -0.9% | -2.4% | +1.5% | -0.6% |
| 6M | -1.4% | +2.6% | -4.0% | -1.7% |
| YTD | -0.8% | +11.3% | -12.1% | -2.1% |
| 1Y | -0.1% | +13.4% | -13.6% | -1.6% |
| 3Y | +19.5% | +80.3% | -60.8% | +11.8% |
| 5Y | +1.8% | +72.7% | -70.9% | -5.0% |
| All | +29.5% | +257.3% | -227.8% | +14.6% |
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