+2,014.6%
IGV vs EEM
+860.9%
+1,153.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.8% | -4.0% | -3.3% |
| 7D | -4.5% | +2.3% | -6.8% | -5.8% |
| 30D | +3.2% | +4.5% | -1.3% | +0.4% |
| 3M | +4.5% | -0.1% | +4.6% | +3.6% |
| 6M | +22.1% | +16.9% | +5.2% | +9.3% |
| YTD | -1.0% | +26.2% | -27.3% | -15.7% |
| 1Y | -2.1% | +40.5% | -42.6% | -21.8% |
| 3Y | +44.6% | +86.2% | -41.6% | -2.6% |
| 5Y | +22.2% | +45.5% | -23.3% | -4.1% |
| 10Y | +364.7% | +128.6% | +236.1% | +182.0% |
| All | +2,014.6% | +860.9% | +1,153.7% | +266.9% |
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