+310.7%
VOO vs IGV
+355.7%
-45.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.2% |
| 7D | +2.6% | +2.3% | +0.2% | +1.3% |
| 30D | -2.0% | -6.0% | +4.0% | +1.1% |
| 3M | -2.8% | -4.8% | +2.0% | -0.9% |
| 6M | +2.2% | +14.2% | -12.1% | -6.8% |
| YTD | +11.5% | -4.2% | +15.8% | +11.2% |
| 1Y | +13.5% | -5.3% | +18.8% | +13.8% |
| 3Y | +78.1% | +38.8% | +39.3% | +39.6% |
| 5Y | +73.1% | +14.2% | +58.9% | +49.0% |
| All | +310.7% | +355.7% | -45.0% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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