+362.3%
IGV vs ALLY
+182.4%
+179.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.3% | +1.4% |
| 7D | -1.3% | -2.8% | +1.5% | -0.4% |
| 30D | -8.1% | +1.9% | -10.0% | -8.7% |
| 3M | -1.6% | -12.1% | +10.5% | +2.1% |
| 6M | +12.7% | -9.0% | +21.7% | +15.6% |
| YTD | -3.3% | -12.9% | +9.7% | +0.1% |
| 1Y | -7.9% | -0.1% | -7.8% | -8.7% |
| 3Y | +40.3% | +64.6% | -24.2% | +17.1% |
| 5Y | +17.3% | -10.1% | +27.4% | +12.4% |
| 10Y | +362.3% | +176.7% | +185.6% | +231.1% |
| All | +362.3% | +182.4% | +179.9% | +231.1% |
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