+357.7%
IGV vs DHI
+414.5%
-56.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | -0.2% |
| 7D | -2.9% | -3.4% | +0.5% | -1.9% |
| 30D | -1.5% | -5.4% | +3.9% | 0.0% |
| 3M | +11.7% | -10.4% | +22.1% | +14.8% |
| 6M | +18.4% | -2.8% | +21.2% | +18.0% |
| YTD | -3.9% | -3.4% | -0.5% | -4.8% |
| 1Y | -9.7% | -22.9% | +13.2% | -4.5% |
| 3Y | +38.4% | +20.7% | +17.7% | +19.8% |
| 5Y | +21.6% | +62.1% | -40.5% | -8.0% |
| All | +357.7% | +414.5% | -56.8% | +129.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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