+23.2%
IGLB vs VOO
+314.4%
-291.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.3% | -1.1% | 0.0% |
| 7D | -0.6% | -0.9% | +0.3% | -0.4% |
| 30D | +2.7% | -2.3% | +5.1% | +3.2% |
| 3M | -0.5% | -1.2% | +0.6% | -0.3% |
| 6M | -3.1% | +3.3% | -6.4% | -3.8% |
| YTD | -2.7% | +12.3% | -15.0% | -5.1% |
| 1Y | -3.7% | +12.5% | -16.2% | -6.1% |
| 3Y | +16.2% | +79.2% | -62.9% | +3.0% |
| 5Y | -15.2% | +75.7% | -90.8% | -25.3% |
| 10Y | +23.2% | +313.7% | -290.5% | -0.9% |
| All | +23.2% | +314.4% | -291.2% | -0.9% |
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