+924.0%
IHG vs VOO
+807.8%
+116.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.5% |
| 7D | -3.6% | -0.4% | -3.2% | -3.2% |
| 30D | -0.2% | -1.4% | +1.2% | +1.4% |
| 3M | -4.7% | +3.7% | -8.4% | -8.8% |
| 6M | +18.2% | +13.0% | +5.2% | +2.7% |
| YTD | +11.3% | +12.4% | -1.2% | -2.8% |
| 1Y | +26.7% | +18.6% | +8.1% | +4.0% |
| 3Y | +111.7% | +78.1% | +33.6% | +7.9% |
| 5Y | +170.1% | +82.3% | +87.8% | +33.9% |
| 10Y | +306.2% | +322.5% | -16.3% | -25.0% |
| All | +924.0% | +807.8% | +116.2% | -30.9% |
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