+363.9%
IGV vs DAL
+141.2%
+222.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.8% | -4.0% | -2.7% |
| 7D | -4.5% | +0.1% | -4.6% | -4.6% |
| 30D | +3.2% | -13.9% | +17.1% | +7.0% |
| 3M | +4.5% | +1.1% | +3.4% | +3.8% |
| 6M | +22.1% | +26.2% | -4.1% | +14.0% |
| YTD | -1.0% | +16.4% | -17.5% | -6.0% |
| 1Y | -2.1% | +33.9% | -36.0% | -10.6% |
| 3Y | +44.6% | +93.4% | -48.8% | +16.4% |
| 5Y | +22.2% | +106.4% | -84.2% | -5.3% |
| All | +363.9% | +141.2% | +222.7% | +237.4% |
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