-10.2%
IGV vs ALL
+32.6%
-42.8%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.9% | -4.0% | -0.7% |
| 7D | -2.3% | -0.1% | -2.1% | -2.2% |
| 30D | -11.0% | +13.8% | -24.8% | -9.3% |
| 3M | -4.5% | -2.8% | -1.7% | -4.5% |
| 6M | +10.1% | +23.7% | -13.6% | +15.0% |
| YTD | -5.1% | +27.3% | -32.3% | -0.3% |
| 1Y | -10.2% | +30.5% | -40.8% | -5.0% |
| All | -10.2% | +32.6% | -42.8% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 1y: compounded portfolio wealth divided by compounded ALL 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…
1y analysis · Full analysis span regression · 6 months rolling