+356.3%
IGV vs INDA
+83.0%
+273.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.5% | +0.1% |
| 7D | -5.4% | -3.6% | -1.8% | -3.2% |
| 30D | -2.6% | -4.0% | +1.3% | -0.3% |
| 3M | +10.5% | +1.7% | +8.8% | +9.4% |
| 6M | +18.2% | -3.6% | +21.8% | +20.5% |
| YTD | -4.2% | -11.0% | +6.8% | +2.4% |
| 1Y | -9.8% | -9.5% | -0.3% | -4.7% |
| 3Y | +39.1% | +7.6% | +31.5% | +31.8% |
| 5Y | +21.2% | +4.8% | +16.4% | +16.9% |
| All | +356.3% | +83.0% | +273.3% | +226.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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