+949.2%
IGV vs DIS
+473.9%
+475.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.7% |
| 7D | -1.3% | +0.6% | -1.9% | -1.5% |
| 30D | -8.1% | +10.3% | -18.4% | -12.7% |
| 3M | -1.6% | +15.6% | -17.2% | -9.1% |
| 6M | +12.7% | +15.1% | -2.4% | +3.9% |
| YTD | -3.3% | +6.0% | -9.2% | -7.7% |
| 1Y | -7.9% | +5.7% | -13.6% | -12.3% |
| 3Y | +40.3% | +39.8% | +0.5% | +11.7% |
| 5Y | +17.3% | -23.9% | +41.2% | +26.8% |
| 10Y | +362.3% | +32.9% | +329.3% | +235.0% |
| All | +949.2% | +473.9% | +475.2% | +189.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling