+357.7%
IGV vs AON
+204.8%
+153.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +1.1% |
| 7D | -2.9% | -6.3% | +3.4% | 0.0% |
| 30D | -1.5% | -14.1% | +12.6% | +5.1% |
| 3M | +11.7% | -9.5% | +21.2% | +15.8% |
| 6M | +18.4% | -4.0% | +22.4% | +19.0% |
| YTD | -3.9% | -13.8% | +9.9% | +1.1% |
| 1Y | -9.7% | -18.3% | +8.6% | -2.7% |
| 3Y | +38.4% | -7.2% | +45.6% | +36.6% |
| 5Y | +21.6% | +7.3% | +14.2% | +9.7% |
| All | +357.7% | +204.8% | +153.0% | +132.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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