+38.4%
IGV vs EOG
+22.5%
+15.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | -2.9% | +1.5% | -4.4% | -3.1% |
| 30D | -1.5% | +2.9% | -4.5% | -1.9% |
| 3M | +11.7% | +8.7% | +2.9% | +10.2% |
| 6M | +18.4% | +12.9% | +5.5% | +15.6% |
| YTD | -3.9% | +43.8% | -47.8% | -10.6% |
| 1Y | -9.7% | +27.1% | -36.7% | -13.7% |
| 3Y | +38.4% | +25.9% | +12.5% | +31.2% |
| All | +38.4% | +22.5% | +15.9% | +31.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling