+23.1%
IGV vs MDY
+46.3%
-23.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.5% |
| 7D | -2.9% | -1.9% | -1.1% | -1.1% |
| 30D | -1.5% | -4.6% | +3.1% | +3.2% |
| 3M | +11.7% | -1.2% | +12.9% | +13.0% |
| 6M | +18.4% | +9.2% | +9.2% | +7.9% |
| YTD | -3.9% | +13.1% | -17.0% | -15.7% |
| 1Y | -9.7% | +13.0% | -22.7% | -20.7% |
| 3Y | +38.4% | +49.2% | -10.8% | -10.3% |
| All | +23.1% | +46.3% | -23.1% | -18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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