+21.2%
IGV vs AON
+9.0%
+12.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -1.0% |
| 7D | -5.4% | -5.9% | +0.5% | -2.9% |
| 30D | -2.6% | -13.7% | +11.0% | +3.2% |
| 3M | +10.5% | -8.3% | +18.8% | +13.5% |
| 6M | +18.2% | -3.6% | +21.8% | +18.2% |
| YTD | -4.2% | -12.4% | +8.1% | -0.3% |
| 1Y | -9.8% | -14.6% | +4.8% | -5.2% |
| 3Y | +39.1% | -5.7% | +44.8% | +35.5% |
| 5Y | +21.2% | +9.1% | +12.1% | -0.9% |
| All | +21.2% | +9.0% | +12.2% | -0.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling