-9.9%
IGV vs EEM
+31.6%
-41.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.5% | 0.0% |
| 7D | -5.4% | -0.7% | -4.7% | -5.2% |
| 30D | -2.6% | +2.4% | -5.0% | -3.4% |
| 3M | +10.5% | +4.2% | +6.4% | +8.1% |
| 6M | +18.2% | +14.8% | +3.4% | +10.7% |
| YTD | -4.2% | +23.1% | -27.3% | -15.8% |
| All | -9.9% | +31.6% | -41.6% | -23.8% |
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