+357.9%
IGV vs DIS
+22.0%
+336.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -3.3% | -1.1% | -2.2% | -2.9% |
| 30D | 0.0% | +0.1% | -0.2% | -0.3% |
| 3M | +7.3% | +7.1% | +0.3% | +3.7% |
| 6M | +16.7% | +4.3% | +12.5% | +13.7% |
| YTD | -2.8% | -6.9% | +4.1% | -0.9% |
| 1Y | -6.7% | -10.3% | +3.6% | -3.6% |
| 3Y | +41.1% | +32.8% | +8.3% | +18.3% |
| 5Y | +22.0% | -41.5% | +63.5% | +43.3% |
| 10Y | +357.9% | +21.2% | +336.7% | +259.1% |
| All | +357.9% | +22.0% | +336.0% | +259.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded DIS 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling