+23.5%
IGV vs ASX
+429.3%
-405.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.3% |
| 7D | -4.5% | -0.7% | -3.8% | -4.3% |
| 30D | +3.2% | +2.0% | +1.2% | +2.3% |
| 3M | +4.5% | -1.3% | +5.9% | +2.0% |
| 6M | +22.1% | +71.4% | -49.3% | -5.4% |
| YTD | -1.0% | +135.3% | -136.4% | -33.4% |
| 1Y | -2.1% | +267.5% | -269.6% | -46.2% |
| 3Y | +44.6% | +388.5% | -343.9% | -34.2% |
| All | +23.5% | +429.3% | -405.8% | -49.7% |
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 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