+941.3%
IGV vs DAR
+8,655.0%
-7,713.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.7% | -2.1% | +1.9% |
| 7D | -0.4% | -2.8% | +2.3% | 0.0% |
| 30D | -9.9% | -12.8% | +2.9% | -8.2% |
| 3M | -1.2% | -11.6% | +10.4% | +0.2% |
| 6M | +11.3% | -16.8% | +28.1% | +13.7% |
| YTD | -4.0% | +45.9% | -49.9% | -10.0% |
| 1Y | -7.3% | +61.5% | -68.8% | -14.5% |
| 3Y | +42.8% | +23.0% | +19.8% | +34.0% |
| 5Y | +13.7% | -35.8% | +49.5% | +15.9% |
| 10Y | +354.8% | +280.4% | +74.4% | +254.9% |
| All | +941.3% | +8,655.0% | -7,713.7% | +583.2% |
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