+75.4%
IGLB vs VOO
+817.1%
-741.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.1% |
| 7D | -0.5% | +0.1% | -0.6% | -0.5% |
| 30D | -0.8% | +0.1% | -0.9% | -0.8% |
| 3M | -3.1% | +2.0% | -5.1% | -3.3% |
| 6M | -3.8% | +13.0% | -16.8% | -4.9% |
| YTD | -2.0% | +13.6% | -15.6% | -3.2% |
| 1Y | -0.6% | +20.1% | -20.7% | -2.3% |
| 3Y | +13.0% | +77.6% | -64.5% | +7.3% |
| 5Y | -14.7% | +82.4% | -97.1% | -19.6% |
| 10Y | +15.4% | +316.8% | -301.5% | +12.8% |
| All | +75.4% | +817.1% | -741.7% | +106.7% |
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