+1,245.6%
IGV vs BLDR
+374.7%
+870.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.4% |
| 7D | +2.3% | -3.0% | +5.3% | +2.8% |
| 30D | -6.0% | +20.1% | -26.1% | -9.1% |
| 3M | -4.8% | -17.5% | +12.7% | -2.6% |
| 6M | +14.2% | -16.1% | +30.3% | +15.8% |
| YTD | -4.2% | -41.0% | +36.8% | +1.7% |
| 1Y | -5.3% | -41.6% | +36.3% | +0.6% |
| 3Y | +38.8% | -50.8% | +89.6% | +47.8% |
| 5Y | +14.2% | -10.8% | +25.0% | +9.3% |
| 10Y | +357.6% | +486.3% | -128.7% | +215.3% |
| All | +1,245.6% | +374.7% | +870.9% | +591.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling