+1,848.4%
IGM vs VOO
+803.9%
+1,044.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.4% | +0.5% |
| 7D | +8.2% | +3.3% | +5.0% | +4.2% |
| 30D | -11.3% | -2.7% | -8.6% | -8.0% |
| 3M | -7.5% | -1.7% | -5.8% | -5.1% |
| 6M | -1.2% | +3.1% | -4.3% | -3.8% |
| YTD | +17.2% | +11.9% | +5.2% | +3.8% |
| 1Y | +15.5% | +12.1% | +3.4% | +2.3% |
| 3Y | +123.4% | +78.6% | +44.9% | +17.1% |
| 5Y | +106.9% | +73.8% | +33.2% | +14.6% |
| 10Y | +678.7% | +312.3% | +366.4% | +72.2% |
| All | +1,848.4% | +803.9% | +1,044.5% | +92.2% |
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