+363.6%
IGV vs DAR
+311.7%
+51.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.5% |
| 7D | +2.3% | +11.6% | -9.2% | -0.3% |
| 30D | -6.0% | -10.2% | +4.2% | -3.7% |
| 3M | -4.8% | -14.8% | +10.0% | -1.7% |
| 6M | +14.2% | -10.1% | +24.3% | +16.0% |
| YTD | -4.2% | +55.5% | -59.8% | -15.8% |
| 1Y | -5.3% | +61.7% | -67.0% | -17.6% |
| 3Y | +38.8% | +37.2% | +1.6% | +20.1% |
| 5Y | +14.2% | -26.9% | +41.1% | +15.4% |
| All | +363.6% | +311.7% | +51.9% | +159.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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