-9.9%
IGV vs COST
-5.2%
-4.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -5.4% | -2.5% | -2.9% | -5.8% |
| 30D | -2.6% | -4.4% | +1.8% | -3.5% |
| 3M | +10.5% | -8.1% | +18.6% | +8.6% |
| 6M | +18.2% | -9.2% | +27.4% | +16.3% |
| YTD | -4.2% | +5.1% | -9.3% | -5.0% |
| All | -9.9% | -5.2% | -4.7% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 1y: compounded portfolio wealth divided by compounded COST 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…
1y analysis · Full analysis span regression · 6 months rolling