+82.2%
IGV vs ACI
+18.9%
+63.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.7% |
| 7D | -1.5% | -5.0% | +3.5% | -1.2% |
| 30D | -3.0% | -2.3% | -0.7% | -2.9% |
| 3M | +9.6% | -23.2% | +32.8% | +10.9% |
| 6M | +16.1% | -29.5% | +45.6% | +18.1% |
| YTD | -3.6% | -28.6% | +25.0% | -2.2% |
| 1Y | -7.8% | -34.0% | +26.2% | -6.0% |
| 3Y | +40.0% | -45.0% | +85.0% | +44.3% |
| 5Y | +21.2% | -44.0% | +65.2% | +23.5% |
| All | +82.2% | +18.9% | +63.4% | +66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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