+238.2%
IGF vs VOO
+803.9%
-565.7%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.6% | +0.5% |
| 7D | +2.0% | +3.3% | -1.2% | -0.5% |
| 30D | +5.3% | -2.7% | +7.9% | +7.3% |
| 3M | +1.1% | -1.7% | +2.8% | +2.3% |
| 6M | +0.6% | +3.1% | -2.5% | -2.3% |
| YTD | +10.4% | +11.9% | -1.5% | +0.4% |
| 1Y | +10.2% | +12.1% | -1.9% | 0.0% |
| 3Y | +69.6% | +78.6% | -9.0% | +3.6% |
| 5Y | +62.5% | +73.8% | -11.3% | +0.1% |
| 10Y | +137.4% | +312.3% | -174.9% | -33.5% |
| All | +238.2% | +803.9% | -565.7% | -57.0% |
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