+53.9%
IGRO vs VOO
+82.3%
-28.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.0% |
| 7D | +0.5% | +0.5% | 0.0% | +0.2% |
| 30D | -1.1% | -0.9% | -0.2% | -0.6% |
| 3M | +7.4% | +3.9% | +3.5% | +4.9% |
| 6M | +10.9% | +14.5% | -3.6% | +2.1% |
| YTD | +13.4% | +13.0% | +0.5% | +5.3% |
| 1Y | +19.0% | +19.4% | -0.4% | +6.9% |
| 3Y | +63.7% | +78.9% | -15.1% | +13.6% |
| 5Y | +53.9% | +82.3% | -28.3% | +3.6% |
| All | +53.9% | +82.3% | -28.4% | +3.6% |
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