+4,926.7%
IGR vs VOO
+817.1%
+4,109.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | -0.1% |
| 7D | -2.0% | +3.6% | -5.6% | -4.9% |
| 30D | -2.0% | +3.6% | -5.6% | -4.9% |
| 3M | +7.0% | +2.0% | +5.0% | +5.1% |
| 6M | +10.4% | +13.0% | -2.6% | -0.3% |
| YTD | +34.5% | +13.6% | +20.9% | +20.8% |
| 1Y | +37.8% | +20.1% | +17.7% | +18.1% |
| 3Y | +209.5% | +77.6% | +131.9% | +90.2% |
| 5Y | +206.8% | +82.4% | +124.4% | +84.0% |
| 10Y | +1,082.1% | +316.8% | +765.2% | +262.9% |
| All | +4,926.7% | +817.1% | +4,109.6% | +658.3% |
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 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