+22.8%
IGV vs AU
+682.2%
-659.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.3% | +3.7% | -0.2% |
| 7D | -5.4% | -7.0% | +1.6% | -4.7% |
| 30D | -2.6% | +7.3% | -9.9% | -3.3% |
| 3M | +10.5% | +33.2% | -22.7% | +7.4% |
| 6M | +18.2% | -0.6% | +18.8% | +17.3% |
| YTD | -4.2% | +26.2% | -30.4% | -7.5% |
| 1Y | -9.8% | +68.3% | -78.1% | -15.6% |
| 3Y | +39.1% | +592.1% | -553.0% | +10.0% |
| All | +22.8% | +682.2% | -659.4% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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