+43.4%
IGSB vs VOO
+812.0%
-768.6%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | +0.1% | +0.5% | -0.4% | +0.1% |
| 30D | -0.2% | -0.9% | +0.7% | -0.2% |
| 3M | +0.5% | +3.9% | -3.4% | +0.3% |
| 6M | +0.4% | +14.5% | -14.1% | -0.1% |
| YTD | +1.0% | +13.0% | -11.9% | +0.5% |
| 1Y | +2.3% | +19.4% | -17.1% | +1.6% |
| 3Y | +17.8% | +78.9% | -61.0% | +15.0% |
| 5Y | +12.9% | +82.3% | -69.4% | +9.9% |
| 10Y | +30.7% | +314.2% | -283.6% | +24.9% |
| All | +43.4% | +812.0% | -768.6% | +37.3% |
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