+566.1%
IGR vs VOO
+72.6%
+493.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.7% |
| 7D | -3.1% | +2.6% | -5.7% | -5.2% |
| 30D | +2.3% | -2.0% | +4.3% | +3.9% |
| 3M | -17.4% | -2.8% | -14.7% | -15.5% |
| 6M | -14.9% | +2.2% | -17.0% | -16.8% |
| YTD | +191.9% | +11.5% | +180.4% | +164.5% |
| 1Y | +188.3% | +13.5% | +174.8% | +157.2% |
| 3Y | +658.5% | +78.1% | +580.4% | +340.4% |
| All | +566.1% | +72.6% | +493.5% | +294.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling