+15.7%
IGV vs GD
+100.7%
-85.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -1.7% |
| 7D | -2.3% | -1.9% | -0.4% | -1.6% |
| 30D | -11.0% | +10.9% | -21.9% | -14.6% |
| 3M | -4.5% | -6.8% | +2.3% | -2.0% |
| 6M | +10.1% | +7.0% | +3.1% | +6.6% |
| YTD | -5.1% | +11.1% | -16.2% | -9.9% |
| 1Y | -10.2% | +7.0% | -17.3% | -13.4% |
| 3Y | +37.7% | +59.9% | -22.2% | +9.1% |
| 5Y | +15.7% | +102.5% | -86.8% | -19.5% |
| All | +15.7% | +100.7% | -85.0% | -19.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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