+1,353.2%
IGPT vs VOO
+812.0%
+541.2%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.4% | +1.5% |
| 7D | +5.9% | +0.5% | +5.3% | +5.2% |
| 30D | +5.0% | -0.9% | +6.0% | +6.2% |
| 3M | +0.9% | +3.9% | -3.0% | -2.7% |
| 6M | +59.8% | +14.5% | +45.2% | +39.1% |
| YTD | +61.5% | +13.0% | +48.5% | +43.2% |
| 1Y | +85.0% | +19.4% | +65.6% | +54.8% |
| 3Y | +185.5% | +78.9% | +106.7% | +57.3% |
| 5Y | +102.0% | +82.3% | +19.7% | +10.5% |
| 10Y | +542.7% | +314.2% | +228.4% | +46.6% |
| All | +1,353.2% | +812.0% | +541.2% | +32.7% |
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