+41.1%
IGV vs A
+29.5%
+11.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.7% | +0.8% | -1.0% |
| 7D | -3.3% | -2.1% | -1.3% | -2.7% |
| 30D | 0.0% | +0.6% | -0.6% | -0.2% |
| 3M | +7.3% | +10.9% | -3.5% | +3.7% |
| 6M | +16.7% | +28.2% | -11.4% | +7.0% |
| YTD | -2.8% | +8.6% | -11.4% | -5.8% |
| 1Y | -6.7% | +15.5% | -22.2% | -11.9% |
| 3Y | +41.1% | +31.8% | +9.3% | +25.8% |
| All | +41.1% | +29.5% | +11.6% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded A 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling