-2.1%
IGV vs EOG
+24.8%
-26.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.3% |
| 7D | -4.5% | +1.3% | -5.8% | -4.4% |
| 30D | +3.2% | +8.2% | -4.9% | +4.1% |
| 3M | +4.5% | +3.8% | +0.7% | +5.2% |
| 6M | +22.1% | +15.3% | +6.8% | +23.0% |
| YTD | -1.0% | +41.7% | -42.7% | +1.8% |
| 1Y | -2.1% | +23.6% | -25.7% | +0.2% |
| All | -2.1% | +24.8% | -26.9% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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