+1,018.6%
IGV vs BIL
+30.4%
+988.2%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.3% | -2.1% |
| 7D | -4.5% | +0.1% | -4.6% | -4.2% |
| 30D | +3.2% | +0.3% | +2.9% | +4.6% |
| 3M | +4.5% | +0.9% | +3.6% | +8.6% |
| 6M | +22.1% | +1.8% | +20.3% | +31.6% |
| YTD | -1.0% | +2.4% | -3.5% | +9.3% |
| 1Y | -2.1% | +3.7% | -5.8% | +13.8% |
| 3Y | +44.6% | +14.2% | +30.4% | +150.7% |
| 5Y | +22.2% | +19.4% | +2.7% | +157.9% |
| 10Y | +364.7% | +25.2% | +339.5% | +1,127.3% |
| All | +1,018.6% | +30.4% | +988.2% | +2,884.0% |
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