+22.0%
IGV vs C
+128.9%
-106.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.5% |
| 7D | -3.3% | +3.2% | -6.5% | -4.6% |
| 30D | 0.0% | +1.3% | -1.3% | -0.7% |
| 3M | +7.3% | +3.1% | +4.2% | +5.3% |
| 6M | +16.7% | +29.6% | -12.9% | +2.8% |
| YTD | -2.8% | +19.0% | -21.8% | -11.4% |
| 1Y | -6.7% | +45.6% | -52.3% | -22.8% |
| 3Y | +41.1% | +269.3% | -228.1% | -26.9% |
| 5Y | +22.0% | +131.6% | -109.6% | -27.1% |
| All | +22.0% | +128.9% | -106.9% | -27.1% |
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