+71.8%
IGLB vs VOO
+803.9%
-732.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -0.9% | -1.2% |
| 7D | -1.8% | +3.3% | -5.1% | -2.2% |
| 30D | +1.4% | -2.7% | +4.1% | +1.6% |
| 3M | -1.9% | -1.7% | -0.1% | -1.7% |
| 6M | -3.9% | +3.1% | -7.0% | -4.2% |
| YTD | -4.0% | +11.9% | -15.9% | -5.0% |
| 1Y | -4.7% | +12.1% | -16.8% | -5.8% |
| 3Y | +14.8% | +78.6% | -63.8% | +8.9% |
| 5Y | -16.0% | +73.8% | -89.7% | -20.7% |
| 10Y | +21.6% | +312.3% | -290.7% | +19.1% |
| All | +71.8% | +803.9% | -732.0% | +102.8% |
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