+931.5%
IGV vs VOO
+800.4%
+131.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.2% |
| 7D | +2.3% | +2.6% | -0.2% | -0.7% |
| 30D | -6.0% | -2.0% | -4.0% | -3.7% |
| 3M | -4.8% | -2.8% | -2.0% | -1.4% |
| 6M | +14.2% | +2.2% | +12.1% | +11.7% |
| YTD | -4.2% | +11.5% | -15.8% | -15.6% |
| 1Y | -5.3% | +13.5% | -18.8% | -18.2% |
| 3Y | +38.8% | +78.1% | -39.3% | -28.4% |
| 5Y | +14.2% | +73.1% | -58.9% | -37.7% |
| 10Y | +357.6% | +310.7% | +46.8% | -5.7% |
| All | +931.5% | +800.4% | +131.0% | -14.9% |
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