+22.0%
IGV vs ACN
-42.9%
+64.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | +0.4% |
| 7D | -3.3% | -4.8% | +1.5% | -0.8% |
| 30D | 0.0% | +1.9% | -1.9% | -1.1% |
| 3M | +7.3% | +3.9% | +3.5% | +3.3% |
| 6M | +16.7% | -15.0% | +31.7% | +26.1% |
| YTD | -2.8% | -31.9% | +29.0% | +19.0% |
| 1Y | -6.7% | -28.5% | +21.8% | +10.0% |
| 3Y | +41.1% | -41.9% | +83.0% | +82.7% |
| 5Y | +22.0% | -42.9% | +64.8% | +52.3% |
| All | +22.0% | -42.9% | +64.9% | +52.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling