+1,053.7%
IGV vs ACWI
+339.1%
+714.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.6% |
| 7D | -2.3% | -0.2% | -2.1% | -2.1% |
| 30D | -11.0% | -3.3% | -7.7% | -7.8% |
| 3M | -4.5% | -3.4% | -1.1% | -0.9% |
| 6M | +10.1% | +0.8% | +9.3% | +9.2% |
| YTD | -5.1% | +10.7% | -15.8% | -14.6% |
| 1Y | -10.2% | +11.6% | -21.8% | -19.9% |
| 3Y | +37.7% | +73.4% | -35.6% | -20.3% |
| 5Y | +15.7% | +60.2% | -44.5% | -25.7% |
| 10Y | +357.1% | +221.6% | +135.5% | +56.4% |
| All | +1,053.7% | +339.1% | +714.6% | +194.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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