+1,004.2%
IGV vs ACN
+2,336.4%
-1,332.2%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.1% |
| 7D | +2.5% | -5.7% | +8.2% | +5.3% |
| 30D | -8.6% | +17.0% | -25.6% | -16.2% |
| 3M | -1.6% | +39.9% | -41.4% | -18.5% |
| 6M | +13.4% | +50.2% | -36.7% | -11.4% |
| YTD | -4.0% | -4.2% | +0.2% | -6.6% |
| 1Y | -7.6% | +4.3% | -11.9% | -14.2% |
| 3Y | +39.3% | -17.1% | +56.4% | +42.3% |
| 5Y | +14.5% | -26.5% | +41.0% | +24.1% |
| 10Y | +358.7% | +147.7% | +211.0% | +178.8% |
| All | +1,004.2% | +2,336.4% | -1,332.2% | +114.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling