+357.7%
IGV vs VOO
+325.3%
+32.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.7% |
| 7D | -2.9% | -0.8% | -2.1% | -2.0% |
| 30D | -1.5% | -1.1% | -0.4% | -0.1% |
| 3M | +11.7% | +3.9% | +7.8% | +6.9% |
| 6M | +18.4% | +13.6% | +4.8% | +1.8% |
| YTD | -3.9% | +12.7% | -16.6% | -16.5% |
| 1Y | -9.7% | +17.6% | -27.2% | -25.2% |
| 3Y | +38.4% | +77.3% | -38.9% | -28.4% |
| 5Y | +21.6% | +84.1% | -62.5% | -38.4% |
| All | +357.7% | +325.3% | +32.5% | -8.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling