+14.8%
IGV vs BLDR
-11.9%
+26.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.5% |
| 7D | +2.3% | -3.0% | +5.3% | +3.0% |
| 30D | -6.0% | +20.1% | -26.1% | -10.8% |
| 3M | -4.8% | -17.5% | +12.7% | -1.2% |
| 6M | +14.2% | -16.1% | +30.3% | +16.4% |
| YTD | -4.2% | -41.0% | +36.8% | +5.6% |
| 1Y | -5.3% | -41.6% | +36.3% | +4.4% |
| 3Y | +38.8% | -50.8% | +89.6% | +46.6% |
| All | +14.8% | -11.9% | +26.8% | -15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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