+5,065.1%
IGR vs VOO
+817.1%
+4,248.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | -0.1% |
| 7D | -1.8% | +0.1% | -1.9% | -1.8% |
| 30D | -0.5% | +0.1% | -0.5% | -0.5% |
| 3M | +11.3% | +2.0% | +9.3% | +9.2% |
| 6M | +14.8% | +13.0% | +1.7% | +3.6% |
| YTD | +39.8% | +13.6% | +26.2% | +25.6% |
| 1Y | +43.2% | +20.1% | +23.1% | +22.8% |
| 3Y | +221.8% | +77.6% | +144.2% | +97.7% |
| 5Y | +227.3% | +82.4% | +144.9% | +96.2% |
| 10Y | +1,160.8% | +316.8% | +844.0% | +287.4% |
| All | +5,065.1% | +817.1% | +4,248.1% | +679.7% |
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 1990-01-01 to 2026-09-07: 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…
1990-01-01 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling