+357.7%
IGV vs AGI
+392.3%
-34.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.3% |
| 7D | -2.9% | -2.7% | -0.2% | -2.7% |
| 30D | -1.5% | +7.2% | -8.8% | -2.1% |
| 3M | +11.7% | +4.3% | +7.4% | +11.1% |
| 6M | +18.4% | -27.1% | +45.5% | +20.7% |
| YTD | -3.9% | -6.6% | +2.7% | -4.1% |
| 1Y | -9.7% | +9.5% | -19.2% | -11.1% |
| 3Y | +38.4% | +208.4% | -170.0% | +26.2% |
| 5Y | +21.6% | +401.6% | -380.0% | +7.2% |
| All | +357.7% | +392.3% | -34.6% | +313.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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