+357.9%
IGV vs ALLY
+178.4%
+179.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.3% | +1.5% | -0.8% |
| 7D | -3.3% | +1.0% | -4.3% | -3.6% |
| 30D | 0.0% | -3.3% | +3.3% | +1.0% |
| 3M | +7.3% | +0.5% | +6.9% | +7.1% |
| 6M | +16.7% | +12.6% | +4.1% | +12.1% |
| YTD | -2.8% | -4.7% | +1.8% | -2.1% |
| 1Y | -6.7% | +5.2% | -11.9% | -8.9% |
| 3Y | +41.1% | +66.5% | -25.4% | +17.2% |
| 5Y | +22.0% | +0.2% | +21.8% | +13.1% |
| 10Y | +357.9% | +180.8% | +177.2% | +225.4% |
| All | +357.9% | +178.4% | +179.5% | +225.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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