+357.9%
IGV vs MPC
+1,138.6%
-780.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.3% | -4.1% | -2.3% |
| 7D | -3.3% | +3.9% | -7.2% | -4.1% |
| 30D | 0.0% | +33.8% | -33.8% | -6.3% |
| 3M | +7.3% | +49.9% | -42.5% | -2.1% |
| 6M | +16.7% | +80.9% | -64.2% | +1.7% |
| YTD | -2.8% | +147.4% | -150.3% | -21.4% |
| 1Y | -6.7% | +123.2% | -129.9% | -22.9% |
| 3Y | +41.1% | +171.7% | -130.6% | +9.3% |
| 5Y | +22.0% | +678.6% | -656.6% | -26.9% |
| 10Y | +357.9% | +1,134.0% | -776.1% | +137.6% |
| All | +357.9% | +1,138.6% | -780.7% | +137.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MPC 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling