+10.8%
IGV vs ASX
+419.4%
-408.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.4% | -6.6% | -2.0% |
| 7D | -5.2% | -19.9% | +14.7% | +0.5% |
| 30D | -10.0% | -30.9% | +20.9% | -1.0% |
| 3M | -0.5% | -15.1% | +14.5% | +1.8% |
| 6M | +12.6% | -6.5% | +19.1% | +6.9% |
| YTD | -6.4% | +98.4% | -104.9% | -35.6% |
| 1Y | -9.5% | +107.9% | -117.4% | -39.1% |
| 3Y | +41.7% | +325.3% | -283.6% | -35.7% |
| All | +10.8% | +419.4% | -408.6% | -57.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling