+938.5%
IGV vs MDY
+885.4%
+53.1%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.1% | -0.1% |
| 7D | +2.3% | +2.3% | +0.1% | +0.2% |
| 30D | -6.0% | +2.0% | -8.0% | -7.7% |
| 3M | -4.8% | -5.6% | +0.8% | +0.4% |
| 6M | +14.2% | +1.3% | +12.9% | +12.7% |
| YTD | -4.2% | +12.3% | -16.6% | -14.6% |
| 1Y | -5.3% | +15.8% | -21.1% | -17.9% |
| 3Y | +38.8% | +56.5% | -17.7% | -9.4% |
| 5Y | +14.2% | +35.1% | -20.9% | -13.6% |
| 10Y | +357.6% | +167.4% | +190.2% | +75.2% |
| All | +938.5% | +885.4% | +53.1% | -10.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling