+855.0%
IGR vs VOO
+77.0%
+778.1%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +188.2% | -1.0% | +189.2% | +188.6% |
| 7D | +188.8% | -0.4% | +189.2% | +187.9% |
| 30D | +188.0% | -1.4% | +189.4% | +189.2% |
| 3M | +218.6% | +3.7% | +214.9% | +208.0% |
| 6M | +246.9% | +13.0% | +233.8% | +214.6% |
| YTD | +302.8% | +12.4% | +290.4% | +266.3% |
| 1Y | +306.3% | +18.6% | +287.7% | +254.5% |
| All | +855.0% | +77.0% | +778.1% | +396.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling