+949.2%
IGV vs DIA
+767.6%
+181.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.4% | +1.3% |
| 7D | -1.3% | -1.6% | +0.3% | +0.5% |
| 30D | -8.1% | +1.3% | -9.4% | -9.4% |
| 3M | -1.6% | -2.1% | +0.4% | +0.6% |
| 6M | +12.7% | +6.2% | +6.5% | +5.7% |
| YTD | -3.3% | +10.3% | -13.6% | -13.1% |
| 1Y | -7.9% | +11.0% | -18.9% | -17.9% |
| 3Y | +40.3% | +60.4% | -20.0% | -14.9% |
| 5Y | +17.3% | +59.1% | -41.8% | -26.7% |
| 10Y | +362.3% | +237.1% | +125.2% | +26.2% |
| All | +949.2% | +767.6% | +181.6% | +1.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling