+21.2%
IGV vs FISV
-57.7%
+78.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.8% |
| 7D | -5.4% | -7.2% | +1.8% | -3.3% |
| 30D | -2.6% | -7.2% | +4.6% | -0.5% |
| 3M | +10.5% | -8.2% | +18.7% | +12.6% |
| 6M | +18.2% | -17.7% | +35.9% | +24.2% |
| YTD | -4.2% | -27.2% | +22.9% | +4.0% |
| 1Y | -9.8% | -63.0% | +53.2% | +13.1% |
| 3Y | +39.1% | -59.8% | +98.9% | +47.3% |
| 5Y | +21.2% | -55.8% | +77.0% | +13.2% |
| All | +21.2% | -57.7% | +78.9% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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