+356.3%
IGV vs DIA
+250.4%
+105.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | 0.0% |
| 7D | -5.4% | -3.0% | -2.4% | -2.3% |
| 30D | -2.6% | -3.0% | +0.4% | +0.6% |
| 3M | +10.5% | +4.5% | +6.0% | +5.6% |
| 6M | +18.2% | +9.8% | +8.4% | +7.1% |
| YTD | -4.2% | +9.3% | -13.5% | -12.8% |
| 1Y | -9.8% | +16.0% | -25.8% | -22.8% |
| 3Y | +39.1% | +57.7% | -18.6% | -12.3% |
| 5Y | +21.2% | +63.8% | -42.6% | -25.1% |
| All | +356.3% | +250.4% | +105.9% | +36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded DIA 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling