+343.2%
IGV vs DAL
+124.4%
+218.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.3% | -0.7% |
| 7D | -5.2% | +8.8% | -14.0% | -7.2% |
| 30D | -10.0% | +5.4% | -15.4% | -11.3% |
| 3M | -0.5% | -4.9% | +4.4% | +0.4% |
| 6M | +12.6% | +19.8% | -7.2% | +6.8% |
| YTD | -6.4% | +27.0% | -33.4% | -13.2% |
| 1Y | -9.5% | +52.5% | -62.0% | -20.0% |
| 3Y | +41.7% | +173.8% | -132.2% | +4.7% |
| 5Y | +12.7% | +104.5% | -91.9% | -12.8% |
| All | +343.2% | +124.4% | +218.8% | +239.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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