+1,946.3%
IGV vs EEM
+752.1%
+1,194.2%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | 0.0% |
| 7D | +2.3% | +2.7% | -0.3% | +0.7% |
| 30D | -6.0% | -5.4% | -0.6% | -2.9% |
| 3M | -4.8% | -8.6% | +3.8% | +0.2% |
| 6M | +14.2% | -8.9% | +23.1% | +19.3% |
| YTD | -4.2% | +11.9% | -16.2% | -12.5% |
| 1Y | -5.3% | +13.1% | -18.3% | -14.0% |
| 3Y | +38.8% | +70.7% | -31.9% | -1.7% |
| 5Y | +14.2% | +31.8% | -17.6% | -5.0% |
| 10Y | +357.6% | +119.5% | +238.0% | +185.6% |
| All | +1,946.3% | +752.1% | +1,194.2% | +280.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling