+14.8%
IGV vs EEM
+31.5%
-16.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | +2.3% | +2.7% | -0.3% | +0.4% |
| 30D | -6.0% | -5.4% | -0.6% | -2.3% |
| 3M | -4.8% | -8.6% | +3.8% | +1.1% |
| 6M | +14.2% | -8.9% | +23.1% | +19.9% |
| YTD | -4.2% | +11.9% | -16.2% | -17.1% |
| 1Y | -5.3% | +13.1% | -18.3% | -18.8% |
| 3Y | +38.8% | +70.7% | -31.9% | -20.3% |
| All | +14.8% | +31.5% | -16.6% | -14.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling