+38.8%
IGV vs MSCI
+34.1%
+4.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.7% |
| 7D | +2.3% | +3.0% | -0.7% | +1.2% |
| 30D | -6.0% | +17.8% | -23.8% | -11.6% |
| 3M | -4.8% | +15.2% | -20.0% | -9.8% |
| 6M | +14.2% | +16.5% | -2.2% | +7.5% |
| YTD | -4.2% | +16.4% | -20.6% | -10.1% |
| 1Y | -5.3% | +16.8% | -22.1% | -11.2% |
| 3Y | +38.8% | +35.8% | +3.0% | +22.9% |
| All | +38.8% | +34.1% | +4.7% | +22.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling