+1,248.1%
IGV vs AAL
-33.8%
+1,281.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.2% | -3.5% | -2.4% |
| 7D | -4.5% | -3.7% | -0.8% | -4.0% |
| 30D | +3.2% | -20.8% | +24.0% | +6.7% |
| 3M | +4.5% | -1.3% | +5.8% | +4.3% |
| 6M | +22.1% | +5.4% | +16.7% | +20.1% |
| YTD | -1.0% | -14.4% | +13.3% | +0.1% |
| 1Y | -2.1% | +2.1% | -4.2% | -3.8% |
| 3Y | +44.6% | -10.6% | +55.1% | +41.1% |
| 5Y | +22.2% | -32.2% | +54.4% | +21.9% |
| 10Y | +364.7% | -62.7% | +427.4% | +359.3% |
| All | +1,248.1% | -33.8% | +1,281.9% | +867.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling