+356.3%
IGV vs BTI
+72.6%
+283.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.8% |
| 7D | -5.4% | -2.0% | -3.4% | -5.0% |
| 30D | -2.6% | -3.4% | +0.8% | -1.9% |
| 3M | +10.5% | -9.0% | +19.5% | +12.5% |
| 6M | +18.2% | -5.0% | +23.2% | +18.6% |
| YTD | -4.2% | -0.3% | -3.9% | -5.4% |
| 1Y | -9.8% | +3.1% | -12.9% | -11.8% |
| 3Y | +39.1% | +111.0% | -71.8% | +9.4% |
| 5Y | +21.2% | +117.0% | -95.8% | -6.6% |
| All | +356.3% | +72.6% | +283.7% | +252.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling