+94,884.9%
AAPL vs IGV
+936.2%
+93,948.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.6% | +0.6% |
| 7D | +4.1% | +2.3% | +1.8% | +2.5% |
| 30D | +4.0% | -6.0% | +10.0% | +8.0% |
| 3M | +16.8% | -4.8% | +21.6% | +19.1% |
| 6M | +19.4% | +14.2% | +5.2% | +5.3% |
| YTD | +31.5% | -4.2% | +35.7% | +28.8% |
| 1Y | +31.0% | -5.3% | +36.3% | +29.1% |
| 3Y | +95.3% | +38.8% | +56.5% | +41.6% |
| 5Y | +143.4% | +14.2% | +129.1% | +98.9% |
| 10Y | +1,330.5% | +357.6% | +973.0% | +327.5% |
| All | +94,884.9% | +936.2% | +93,948.7% | +16,086.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling