+363.6%
IGV vs A
+302.9%
+60.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.5% |
| 7D | +2.3% | -0.5% | +2.8% | +2.6% |
| 30D | -6.0% | 0.0% | -6.0% | -6.0% |
| 3M | -4.8% | +16.7% | -21.5% | -12.7% |
| 6M | +14.2% | +54.8% | -40.6% | -11.3% |
| YTD | -4.2% | +28.8% | -33.0% | -18.3% |
| 1Y | -5.3% | +19.3% | -24.6% | -15.8% |
| 3Y | +38.8% | +65.5% | -26.8% | -3.8% |
| 5Y | +14.2% | +12.1% | +2.1% | -0.5% |
| All | +363.6% | +302.9% | +60.7% | +91.3% |
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