+41.1%
IGV vs ACN
-42.6%
+83.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | -0.2% |
| 7D | -3.3% | -4.8% | +1.5% | -1.4% |
| 30D | 0.0% | +1.9% | -1.9% | -0.8% |
| 3M | +7.3% | +3.9% | +3.5% | +4.9% |
| 6M | +16.7% | -15.0% | +31.7% | +24.4% |
| YTD | -2.8% | -31.9% | +29.0% | +13.3% |
| 1Y | -6.7% | -28.5% | +21.8% | +6.1% |
| 3Y | +41.1% | -41.9% | +83.0% | +67.2% |
| All | +41.1% | -42.6% | +83.7% | +67.2% |
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