+357.7%
IGV vs BTI
+73.8%
+284.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.2% |
| 7D | -2.9% | -0.2% | -2.7% | -2.9% |
| 30D | -1.5% | -1.1% | -0.4% | -1.3% |
| 3M | +11.7% | -8.8% | +20.4% | +13.6% |
| 6M | +18.4% | -4.0% | +22.4% | +18.6% |
| YTD | -3.9% | +0.4% | -4.3% | -5.2% |
| 1Y | -9.7% | +1.9% | -11.6% | -11.4% |
| 3Y | +38.4% | +108.5% | -70.1% | +9.3% |
| 5Y | +21.6% | +118.5% | -96.9% | -6.5% |
| All | +357.7% | +73.8% | +284.0% | +253.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded BTI 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling