+1,102.4%
IGV vs ACWI
+356.8%
+745.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -4.5% | +0.5% | -5.0% | -5.0% |
| 30D | +3.2% | +0.9% | +2.4% | +2.4% |
| 3M | +4.5% | +2.4% | +2.1% | +2.0% |
| 6M | +22.1% | +12.4% | +9.7% | +8.0% |
| YTD | -1.0% | +15.2% | -16.2% | -14.6% |
| 1Y | -2.1% | +22.7% | -24.8% | -20.7% |
| 3Y | +44.6% | +75.8% | -31.2% | -17.5% |
| 5Y | +22.2% | +67.7% | -45.6% | -25.1% |
| 10Y | +364.7% | +229.0% | +135.7% | +55.0% |
| All | +1,102.4% | +356.8% | +745.6% | +194.8% |
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