+356.3%
IGV vs A
+247.2%
+109.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | 0.0% |
| 7D | -5.4% | -4.6% | -0.8% | -3.0% |
| 30D | -2.6% | -4.3% | +1.6% | -0.4% |
| 3M | +10.5% | +8.9% | +1.6% | +5.0% |
| 6M | +18.2% | +24.5% | -6.3% | +3.1% |
| YTD | -4.2% | +5.8% | -10.0% | -8.9% |
| 1Y | -9.8% | +16.2% | -26.1% | -19.4% |
| 3Y | +39.1% | +28.5% | +10.7% | +11.3% |
| 5Y | +21.2% | -16.3% | +37.5% | +24.9% |
| All | +356.3% | +247.2% | +109.1% | +112.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling