+38.8%
IGV vs ACN
-16.0%
+54.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | +2.3% | -3.8% | +6.2% | +3.6% |
| 30D | -6.0% | +16.5% | -22.5% | -11.5% |
| 3M | -4.8% | +41.5% | -46.3% | -17.3% |
| 6M | +14.2% | +60.1% | -45.8% | -6.5% |
| YTD | -4.2% | -3.9% | -0.3% | -3.2% |
| 1Y | -5.3% | +4.1% | -9.4% | -7.7% |
| 3Y | +38.8% | -15.9% | +54.6% | +38.9% |
| All | +38.8% | -16.0% | +54.7% | +38.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling