+357.7%
IGV vs IBN
+324.2%
+33.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.9% | -1.6% | -0.2% |
| 7D | -2.9% | -3.0% | +0.1% | -2.1% |
| 30D | -1.5% | -1.5% | 0.0% | -1.2% |
| 3M | +11.7% | +7.9% | +3.8% | +9.1% |
| 6M | +18.4% | +8.6% | +9.8% | +15.3% |
| YTD | -3.9% | -0.6% | -3.4% | -4.3% |
| 1Y | -9.7% | -7.3% | -2.3% | -8.3% |
| 3Y | +38.4% | +26.2% | +12.2% | +26.9% |
| 5Y | +21.6% | +57.8% | -36.2% | +4.3% |
| All | +357.7% | +324.2% | +33.5% | +214.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling