+356.3%
IGV vs AAL
-64.2%
+420.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.5% |
| 7D | -5.4% | -0.9% | -4.5% | -5.2% |
| 30D | -2.6% | -16.0% | +13.3% | +0.3% |
| 3M | +10.5% | -4.2% | +14.8% | +10.9% |
| 6M | +18.2% | +15.7% | +2.5% | +14.1% |
| YTD | -4.2% | -16.2% | +11.9% | -2.5% |
| 1Y | -9.8% | +0.2% | -10.1% | -11.4% |
| 3Y | +39.1% | -8.1% | +47.2% | +34.0% |
| 5Y | +21.2% | -32.2% | +53.4% | +19.8% |
| All | +356.3% | -64.2% | +420.5% | +391.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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