+973.2%
IGV vs FITB
+90.5%
+882.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.2% |
| 7D | -4.5% | +0.6% | -5.1% | -4.6% |
| 30D | +3.2% | -4.7% | +8.0% | +4.2% |
| 3M | +4.5% | +6.7% | -2.2% | +3.0% |
| 6M | +22.1% | +12.6% | +9.6% | +18.7% |
| YTD | -1.0% | +19.1% | -20.2% | -5.1% |
| 1Y | -2.1% | +22.6% | -24.7% | -6.8% |
| 3Y | +44.6% | +127.1% | -82.5% | +20.5% |
| 5Y | +22.2% | +71.8% | -49.7% | +6.5% |
| 10Y | +364.7% | +287.2% | +77.5% | +226.8% |
| All | +973.2% | +90.5% | +882.7% | +810.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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