+368.2%
IGV vs ASX
+937.0%
-568.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.1% | -7.9% | -3.7% |
| 7D | -3.3% | +6.3% | -9.6% | -5.2% |
| 30D | 0.0% | +6.4% | -6.4% | -2.2% |
| 3M | +7.3% | +13.1% | -5.8% | +0.5% |
| 6M | +16.7% | +90.3% | -73.6% | -10.4% |
| YTD | -2.8% | +149.6% | -152.5% | -32.9% |
| 1Y | -6.7% | +249.2% | -255.8% | -43.4% |
| 3Y | +41.1% | +445.9% | -404.8% | -29.9% |
| 5Y | +22.0% | +477.7% | -455.7% | -42.6% |
| All | +368.2% | +937.0% | -568.8% | +64.7% |
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