-7.5%
IGV vs EEM
+14.8%
-22.3%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.6% |
| 7D | -7.5% | -3.0% | -4.5% | -6.7% |
| 30D | -5.6% | -10.3% | +4.7% | -2.9% |
| 3M | +1.5% | -6.6% | +8.2% | +3.2% |
| 6M | +17.1% | -3.4% | +20.5% | +16.9% |
| YTD | -2.0% | +13.2% | -15.2% | -11.5% |
| 1Y | -7.5% | +15.0% | -22.5% | -18.2% |
| All | -7.5% | +14.8% | -22.3% | -18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EEM.
Daily Out/Under-Performance
Portfolio return minus EEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EEM 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 EEM 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