+364.4%
IGV vs CPB
-44.2%
+408.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.8% |
| 7D | -1.5% | -8.0% | +6.5% | -1.0% |
| 30D | -3.0% | -2.4% | -0.6% | -2.9% |
| 3M | +9.6% | +0.5% | +9.0% | +9.4% |
| 6M | +16.1% | -10.5% | +26.6% | +16.7% |
| YTD | -3.6% | -17.5% | +13.9% | -2.7% |
| 1Y | -7.8% | -31.0% | +23.2% | -5.8% |
| 3Y | +40.0% | -40.6% | +80.6% | +43.3% |
| 5Y | +21.2% | -37.7% | +58.9% | +22.2% |
| 10Y | +364.4% | -43.4% | +407.8% | +367.5% |
| All | +364.4% | -44.2% | +408.6% | +367.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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