+1,987.7%
IGM vs VOO
+812.0%
+1,175.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.7% | +0.8% |
| 7D | +2.1% | +0.5% | +1.6% | +1.4% |
| 30D | -1.0% | -0.9% | -0.1% | +0.1% |
| 3M | +1.6% | +3.9% | -2.3% | -2.5% |
| 6M | +31.9% | +14.5% | +17.4% | +13.1% |
| YTD | +25.5% | +13.0% | +12.6% | +9.6% |
| 1Y | +34.9% | +19.4% | +15.5% | +10.6% |
| 3Y | +144.6% | +78.9% | +65.8% | +27.5% |
| 5Y | +130.6% | +82.3% | +48.3% | +20.6% |
| 10Y | +734.8% | +314.2% | +420.6% | +82.6% |
| All | +1,987.7% | +812.0% | +1,175.7% | +102.9% |
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 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