+11.2%
IGV vs C
+107.6%
-96.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.4% |
| 7D | -5.2% | -2.4% | -2.8% | -4.2% |
| 30D | -10.0% | -6.0% | -4.0% | -7.7% |
| 3M | -0.5% | -10.5% | +10.0% | +4.0% |
| 6M | +12.6% | -5.7% | +18.3% | +14.3% |
| YTD | -6.4% | +4.1% | -10.6% | -10.0% |
| 1Y | -9.5% | +20.5% | -30.0% | -18.9% |
| 3Y | +41.7% | +208.1% | -166.4% | -21.7% |
| All | +11.2% | +107.6% | -96.5% | -27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 5y: compounded portfolio wealth divided by compounded C 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…
5y analysis · Full analysis span regression · 6 months rolling