+993.5%
IGV vs BIL
+30.8%
+962.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | -1.3% | +0.1% | -1.4% | -1.0% |
| 30D | -8.1% | 0.0% | -8.1% | -8.1% |
| 3M | -1.6% | +0.6% | -2.2% | +0.9% |
| 6M | +12.7% | +1.5% | +11.2% | +19.9% |
| YTD | -3.3% | +2.8% | -6.1% | +8.4% |
| 1Y | -7.9% | +3.3% | -11.3% | +5.5% |
| 3Y | +40.3% | +13.4% | +26.9% | +136.6% |
| 5Y | +17.3% | +19.8% | -2.5% | +151.5% |
| 10Y | +362.3% | +25.7% | +336.5% | +1,142.8% |
| All | +993.5% | +30.8% | +962.7% | +2,860.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 all: compounded portfolio wealth divided by compounded BIL 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…
all analysis · Full analysis span regression · 6 months rolling