-7.5%
IGV vs BND
-0.5%
-7.1%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.4% |
| 7D | -7.5% | +0.4% | -7.9% | -7.9% |
| 30D | -5.6% | +2.3% | -7.9% | -8.3% |
| 3M | +1.5% | -1.0% | +2.5% | +3.2% |
| 6M | +17.1% | -0.9% | +18.0% | +18.7% |
| YTD | -2.0% | -0.9% | -1.1% | -1.6% |
| 1Y | -7.5% | -0.5% | -7.0% | -7.1% |
| All | -7.5% | -0.5% | -7.1% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 1y: compounded portfolio wealth divided by compounded BND 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…
1y analysis · Full analysis span regression · 6 months rolling