+357.1%
IGV vs APD
+187.0%
+170.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.3% |
| 7D | -2.3% | -0.2% | -2.0% | -2.1% |
| 30D | -11.0% | +11.0% | -22.0% | -14.8% |
| 3M | -4.5% | +1.3% | -5.8% | -5.2% |
| 6M | +10.1% | +6.4% | +3.7% | +6.5% |
| YTD | -5.1% | +28.9% | -34.0% | -16.4% |
| 1Y | -10.2% | +23.2% | -33.5% | -19.7% |
| 3Y | +37.7% | +26.3% | +11.4% | +17.6% |
| 5Y | +15.7% | +12.0% | +3.7% | +2.0% |
| 10Y | +357.1% | +183.2% | +174.0% | +123.9% |
| All | +357.1% | +187.0% | +170.1% | +123.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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