+945.1%
IGV vs AON
+1,137.6%
-192.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.5% | +2.7% | +0.7% |
| 7D | -1.5% | -7.9% | +6.4% | +1.9% |
| 30D | -3.0% | -14.6% | +11.6% | +3.2% |
| 3M | +9.6% | -7.9% | +17.5% | +12.5% |
| 6M | +16.1% | -8.0% | +24.1% | +19.0% |
| YTD | -3.6% | -13.2% | +9.6% | +0.8% |
| 1Y | -7.8% | -16.4% | +8.6% | -2.5% |
| 3Y | +40.0% | -6.7% | +46.6% | +38.9% |
| 5Y | +21.2% | +8.0% | +13.2% | +12.7% |
| 10Y | +364.4% | +205.6% | +158.8% | +174.6% |
| All | +945.1% | +1,137.6% | -192.5% | +294.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling