+38.9%
IGV vs FND
-50.0%
+88.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.7% |
| 7D | -1.5% | -0.8% | -0.8% | -1.4% |
| 30D | -3.0% | -19.6% | +16.6% | +0.3% |
| 3M | +9.6% | -4.3% | +13.9% | +9.8% |
| 6M | +16.1% | -20.4% | +36.6% | +19.6% |
| YTD | -3.6% | -21.9% | +18.2% | -0.9% |
| 1Y | -7.8% | -45.2% | +37.3% | +1.2% |
| All | +38.9% | -50.0% | +88.9% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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