+364.4%
IGV vs BUD
-24.2%
+388.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | -0.2% |
| 7D | -1.5% | -1.3% | -0.2% | -1.2% |
| 30D | -3.0% | -6.1% | +3.1% | -1.4% |
| 3M | +9.6% | -3.8% | +13.3% | +10.5% |
| 6M | +16.1% | +8.2% | +7.9% | +12.8% |
| YTD | -3.6% | +23.6% | -27.2% | -10.3% |
| 1Y | -7.8% | +33.4% | -41.3% | -16.4% |
| 3Y | +40.0% | +45.3% | -5.3% | +21.4% |
| 5Y | +21.2% | +44.3% | -23.1% | +3.9% |
| 10Y | +364.4% | -22.8% | +387.2% | +339.9% |
| All | +364.4% | -24.2% | +388.6% | +339.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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