+303.8%
IGV vs FND
+66.0%
+237.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -3.9% | -2.7% |
| 7D | -4.5% | -5.2% | +0.7% | -3.2% |
| 30D | +3.2% | -19.9% | +23.1% | +9.1% |
| 3M | +4.5% | +2.7% | +1.8% | +2.6% |
| 6M | +22.1% | -21.7% | +43.8% | +27.9% |
| YTD | -1.0% | -17.5% | +16.5% | +1.5% |
| 1Y | -2.1% | -39.3% | +37.2% | +8.6% |
| 3Y | +44.6% | -49.8% | +94.3% | +61.2% |
| 5Y | +22.2% | -60.1% | +82.2% | +38.4% |
| All | +303.8% | +66.0% | +237.7% | +229.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling