+364.4%
IGV vs ACN
+86.3%
+278.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.8% | +1.0% | +0.3% |
| 7D | -1.5% | -6.3% | +4.8% | +2.3% |
| 30D | -3.0% | -1.4% | -1.7% | -2.4% |
| 3M | +9.6% | +2.6% | +7.0% | +5.1% |
| 6M | +16.1% | -14.3% | +30.4% | +24.5% |
| YTD | -3.6% | -33.1% | +29.5% | +20.0% |
| 1Y | -7.8% | -28.8% | +21.0% | +9.1% |
| 3Y | +40.0% | -43.0% | +82.9% | +85.5% |
| 5Y | +21.2% | -44.0% | +65.2% | +60.7% |
| 10Y | +364.4% | +88.5% | +275.9% | +196.3% |
| All | +364.4% | +86.3% | +278.1% | +196.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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