+1,737.9%
IGV vs AGI
+5,381.0%
-3,643.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.8% |
| 7D | -3.3% | +4.4% | -7.7% | -3.5% |
| 30D | 0.0% | +10.0% | -10.0% | -0.5% |
| 3M | +7.3% | +1.7% | +5.6% | +7.1% |
| 6M | +16.7% | -26.8% | +43.5% | +18.2% |
| YTD | -2.8% | -5.3% | +2.5% | -3.0% |
| 1Y | -6.7% | +11.5% | -18.2% | -7.7% |
| 3Y | +41.1% | +212.9% | -171.8% | +32.3% |
| 5Y | +22.0% | +388.8% | -366.8% | +11.6% |
| 10Y | +357.9% | +383.6% | -25.6% | +310.6% |
| All | +1,737.9% | +5,381.0% | -3,643.1% | +1,487.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling