-9.5%
IGV vs DOC
+20.9%
-30.4%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.1% |
| 7D | -5.2% | +6.5% | -11.7% | -5.2% |
| 30D | -10.0% | +9.2% | -19.1% | -10.0% |
| 3M | -0.5% | -2.5% | +2.0% | -0.5% |
| 6M | +12.6% | +7.1% | +5.5% | +12.7% |
| YTD | -6.4% | +33.0% | -39.4% | -6.5% |
| 1Y | -9.5% | +23.3% | -32.8% | -10.4% |
| All | -9.5% | +20.9% | -30.4% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 1y: compounded portfolio wealth divided by compounded DOC 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…
1y analysis · Full analysis span regression · 6 months rolling