+13,507.3%
GOOGL vs IGV
+1,574.8%
+11,932.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | +0.5% |
| 7D | -2.3% | -4.5% | +2.2% | +1.0% |
| 30D | -6.6% | +3.2% | -9.8% | -9.4% |
| 3M | -8.9% | +4.5% | -13.5% | -12.8% |
| 6M | +11.9% | +22.1% | -10.2% | -6.5% |
| YTD | +8.3% | -1.0% | +9.4% | +5.1% |
| 1Y | +46.2% | -2.1% | +48.3% | +42.6% |
| 3Y | +151.9% | +44.6% | +107.3% | +76.7% |
| 5Y | +137.7% | +22.2% | +115.6% | +87.1% |
| 10Y | +757.6% | +364.7% | +392.8% | +131.1% |
| All | +13,507.3% | +1,574.8% | +11,932.5% | +1,156.9% |
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 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