+356.3%
IGV vs CVS
+42.0%
+314.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -5.4% | -2.0% | -3.4% | -5.0% |
| 30D | -2.6% | +1.9% | -4.5% | -3.0% |
| 3M | +10.5% | -2.2% | +12.7% | +10.7% |
| 6M | +18.2% | +26.7% | -8.6% | +12.2% |
| YTD | -4.2% | +22.9% | -27.1% | -8.9% |
| 1Y | -9.8% | +32.9% | -42.7% | -15.8% |
| 3Y | +39.1% | +62.3% | -23.2% | +21.0% |
| 5Y | +21.2% | +34.2% | -13.0% | +10.2% |
| All | +356.3% | +42.0% | +314.3% | +279.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 CVS 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