+973.2%
IGV vs DAR
+10,765.0%
-9,791.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.4% | -2.1% |
| 7D | -4.5% | +1.4% | -5.9% | -4.7% |
| 30D | +3.2% | +12.8% | -9.6% | +1.2% |
| 3M | +4.5% | +7.4% | -2.8% | +3.1% |
| 6M | +22.1% | +22.3% | -0.1% | +18.0% |
| YTD | -1.0% | +81.1% | -82.1% | -9.9% |
| 1Y | -2.1% | +106.5% | -108.6% | -12.9% |
| 3Y | +44.6% | +5.3% | +39.3% | +38.9% |
| 5Y | +22.2% | -11.5% | +33.7% | +19.1% |
| 10Y | +364.7% | +353.3% | +11.4% | +253.7% |
| All | +973.2% | +10,765.0% | -9,791.8% | +583.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling