+354.8%
IGV vs IP
+31.6%
+323.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.9% | -0.3% | +1.9% |
| 7D | -0.4% | -3.0% | +2.6% | +0.4% |
| 30D | -9.9% | +10.6% | -20.6% | -12.5% |
| 3M | -1.2% | -13.6% | +12.4% | +2.3% |
| 6M | +11.3% | +10.4% | +0.9% | +6.9% |
| YTD | -4.0% | -6.5% | +2.5% | -4.7% |
| 1Y | -7.3% | -2.1% | -5.2% | -9.5% |
| 3Y | +42.8% | +22.0% | +20.8% | +24.1% |
| 5Y | +13.7% | -9.7% | +23.4% | +8.1% |
| 10Y | +354.8% | +26.8% | +328.0% | +270.2% |
| All | +354.8% | +31.6% | +323.2% | +270.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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