+362.3%
IGV vs ASX
+999.3%
-637.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +6.6% | -4.7% | -0.1% |
| 7D | -1.3% | +0.8% | -2.1% | -2.4% |
| 30D | -8.1% | -20.4% | +12.3% | -3.1% |
| 3M | -1.6% | -2.1% | +0.5% | -3.3% |
| 6M | +12.7% | +8.2% | +4.5% | +3.5% |
| YTD | -3.3% | +137.3% | -140.5% | -33.6% |
| 1Y | -7.9% | +155.0% | -162.9% | -38.5% |
| 3Y | +40.3% | +397.9% | -357.6% | -29.6% |
| 5Y | +17.3% | +529.2% | -511.9% | -47.3% |
| 10Y | +362.3% | +1,007.5% | -645.2% | +56.7% |
| All | +362.3% | +999.3% | -637.0% | +56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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