-5.6%
IGOV vs VOO
+812.0%
-817.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | +1.2% | +0.5% | +0.7% | +1.2% |
| 30D | 0.0% | -0.9% | +0.9% | 0.0% |
| 3M | +0.9% | +3.9% | -3.0% | +0.6% |
| 6M | -1.0% | +14.5% | -15.5% | -1.9% |
| YTD | -0.6% | +13.0% | -13.5% | -1.4% |
| 1Y | -1.8% | +19.4% | -21.2% | -3.0% |
| 3Y | +11.1% | +78.9% | -67.8% | +6.6% |
| 5Y | -19.3% | +82.3% | -101.6% | -23.1% |
| 10Y | -14.2% | +314.2% | -328.4% | -20.9% |
| All | -5.6% | +812.0% | -817.6% | -24.6% |
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