+265.7%
IGIC vs VOO
+232.5%
+33.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.2% |
| 7D | +1.7% | +0.1% | +1.5% | +1.6% |
| 30D | +0.2% | +0.1% | +0.2% | +0.2% |
| 3M | +8.3% | +2.0% | +6.2% | +7.1% |
| 6M | +14.1% | +13.0% | +1.0% | +7.6% |
| YTD | +14.0% | +13.6% | +0.4% | +7.2% |
| 1Y | +18.5% | +20.1% | -1.6% | +8.5% |
| 3Y | +203.5% | +77.6% | +125.9% | +134.5% |
| 5Y | +259.8% | +82.4% | +177.3% | +172.0% |
| All | +265.7% | +232.5% | +33.2% | +97.1% |
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 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