+973.2%
IGV vs COO
+1,042.9%
-69.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.7% | -1.7% |
| 7D | -4.5% | -2.2% | -2.3% | -3.8% |
| 30D | +3.2% | -7.0% | +10.2% | +5.7% |
| 3M | +4.5% | +12.2% | -7.7% | 0.0% |
| 6M | +22.1% | -15.1% | +37.2% | +27.9% |
| YTD | -1.0% | -15.1% | +14.1% | +3.6% |
| 1Y | -2.1% | +2.3% | -4.4% | -4.1% |
| 3Y | +44.6% | -23.7% | +68.2% | +52.0% |
| 5Y | +22.2% | -38.9% | +61.1% | +37.7% |
| 10Y | +364.7% | +49.9% | +314.8% | +294.6% |
| All | +973.2% | +1,042.9% | -69.7% | +362.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 all: compounded portfolio wealth divided by compounded COO 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…
all analysis · Full analysis span regression · 6 months rolling