-7.5%
IGV vs MSCI
+17.3%
-24.8%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.4% | -4.5% | -1.2% |
| 7D | -7.5% | +11.5% | -18.9% | -11.4% |
| 30D | -5.6% | +22.1% | -27.7% | -13.2% |
| 3M | +1.5% | +18.4% | -16.9% | -5.4% |
| 6M | +17.1% | +16.6% | +0.5% | +9.3% |
| YTD | -2.0% | +18.8% | -20.8% | -8.2% |
| 1Y | -7.5% | +19.0% | -26.5% | -13.1% |
| All | -7.5% | +17.3% | -24.8% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 1y: compounded portfolio wealth divided by compounded MSCI 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…
1y analysis · Full analysis span regression · 6 months rolling