+2.1%
IGEB vs VOO
+67.9%
-65.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | +0.1% | -2.7% | +2.8% | +0.4% |
| 30D | +1.8% | -5.4% | +7.2% | +2.6% |
| 3M | -0.8% | -4.1% | +3.3% | -0.2% |
| 6M | -1.4% | +0.7% | -2.2% | -1.6% |
| YTD | -0.9% | +8.7% | -9.6% | -2.2% |
| 1Y | -0.3% | +11.0% | -11.3% | -1.9% |
| 3Y | +19.7% | +75.5% | -55.7% | +9.2% |
| All | +2.1% | +67.9% | -65.8% | -8.2% |
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