+41.1%
IGV vs DAR
+14.9%
+26.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.9% | -4.8% | -2.1% |
| 7D | -3.3% | -0.9% | -2.4% | -3.2% |
| 30D | 0.0% | +13.0% | -13.0% | -1.6% |
| 3M | +7.3% | +15.0% | -7.6% | +5.2% |
| 6M | +16.7% | +26.8% | -10.1% | +12.8% |
| YTD | -2.8% | +86.4% | -89.3% | -10.9% |
| 1Y | -6.7% | +115.1% | -121.8% | -16.6% |
| 3Y | +41.1% | +14.6% | +26.5% | +36.8% |
| All | +41.1% | +14.9% | +26.3% | +36.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling