+359.1%
IGV vs DIA
+252.6%
+106.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | 0.0% |
| 7D | -1.5% | -1.2% | -0.3% | -0.2% |
| 30D | -3.0% | -2.7% | -0.3% | -0.2% |
| 3M | +9.6% | +3.3% | +6.3% | +6.0% |
| 6M | +16.1% | +10.4% | +5.7% | +4.6% |
| YTD | -3.6% | +10.0% | -13.6% | -12.8% |
| 1Y | -7.8% | +16.2% | -24.0% | -21.3% |
| 3Y | +40.0% | +58.7% | -18.8% | -12.4% |
| 5Y | +21.2% | +63.6% | -42.4% | -25.1% |
| All | +359.1% | +252.6% | +106.5% | +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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling