+941.9%
IGV vs AME
+6,336.0%
-5,394.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-11.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.3% | -2.9% | -1.5% |
| 7D | -2.9% | +1.7% | -4.7% | -3.9% |
| 30D | -1.5% | -6.4% | +4.9% | +2.1% |
| 3M | +11.7% | +7.1% | +4.6% | +6.8% |
| 6M | +18.4% | +8.2% | +10.3% | +11.4% |
| YTD | -3.9% | +18.2% | -22.1% | -14.7% |
| 1Y | -9.7% | +26.7% | -36.4% | -23.3% |
| 3Y | +38.4% | +60.7% | -22.3% | +0.9% |
| 5Y | +21.6% | +91.6% | -70.0% | -19.9% |
| 10Y | +363.0% | +441.1% | -78.1% | +58.9% |
| All | +941.9% | +6,336.0% | -5,394.1% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 1990-01-01 to 2026-09-11: compounded portfolio wealth divided by compounded AME 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…
1990-01-01 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling