-5.3%
IGV vs DAR
+61.9%
-67.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.2% |
| 7D | +2.3% | +11.6% | -9.2% | +2.6% |
| 30D | -6.0% | -10.2% | +4.2% | -6.9% |
| 3M | -4.8% | -14.8% | +10.0% | -5.8% |
| 6M | +14.2% | -10.1% | +24.3% | +12.5% |
| YTD | -4.2% | +55.5% | -59.8% | -4.9% |
| 1Y | -5.3% | +61.7% | -67.0% | -6.6% |
| All | -5.3% | +61.9% | -67.1% | -6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling