+356.3%
IGV vs BEN
+56.7%
+299.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.1% |
| 7D | -5.4% | +0.3% | -5.7% | -5.5% |
| 30D | -2.6% | +0.9% | -3.5% | -3.0% |
| 3M | +10.5% | +9.2% | +1.3% | +6.9% |
| 6M | +18.2% | +36.8% | -18.6% | +4.9% |
| YTD | -4.2% | +44.4% | -48.6% | -16.8% |
| 1Y | -9.8% | +45.8% | -55.7% | -22.1% |
| 3Y | +39.1% | +52.5% | -13.4% | +15.0% |
| 5Y | +21.2% | +37.7% | -16.5% | +2.1% |
| All | +356.3% | +56.7% | +299.6% | +250.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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