+354.8%
IGV vs AMT
+116.9%
+237.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.5% | +2.6% |
| 7D | -0.4% | +0.4% | -0.8% | -0.6% |
| 30D | -9.9% | +3.7% | -13.7% | -11.2% |
| 3M | -1.2% | +10.7% | -11.9% | -5.0% |
| 6M | +11.3% | +9.3% | +2.1% | +7.0% |
| YTD | -4.0% | +10.9% | -14.9% | -9.0% |
| 1Y | -7.3% | +10.5% | -17.8% | -12.1% |
| 3Y | +42.8% | +15.5% | +27.2% | +25.7% |
| 5Y | +13.7% | -20.6% | +34.2% | +18.1% |
| 10Y | +354.8% | +124.5% | +230.2% | +230.5% |
| All | +354.8% | +116.9% | +237.9% | +230.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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