+357.7%
IGV vs ADI
+670.4%
-312.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.9% | -4.5% | -1.9% |
| 7D | -2.9% | +4.6% | -7.5% | -5.0% |
| 30D | -1.5% | -1.2% | -0.3% | -1.2% |
| 3M | +11.7% | -7.8% | +19.5% | +14.5% |
| 6M | +18.4% | +19.3% | -0.9% | +4.5% |
| YTD | -3.9% | +40.9% | -44.8% | -22.9% |
| 1Y | -9.7% | +54.5% | -64.2% | -31.2% |
| 3Y | +38.4% | +123.4% | -85.0% | -18.2% |
| 5Y | +21.6% | +142.3% | -120.7% | -32.2% |
| All | +357.7% | +670.4% | -312.7% | +42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 10y: compounded portfolio wealth divided by compounded ADI 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…
10y analysis · Full analysis span regression · 6 months rolling