+988.5%
IGV vs MSCI
+2,756.4%
-1,767.9%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.1% |
| 7D | -4.5% | +0.4% | -4.9% | -4.6% |
| 30D | +3.2% | +0.6% | +2.7% | +3.0% |
| 3M | +4.5% | -7.1% | +11.6% | +7.5% |
| 6M | +22.1% | +0.8% | +21.3% | +21.2% |
| YTD | -1.0% | +1.0% | -2.0% | -2.3% |
| 1Y | -2.1% | +4.3% | -6.4% | -5.4% |
| 3Y | +44.6% | +9.9% | +34.6% | +33.7% |
| 5Y | +22.2% | -6.8% | +28.9% | +19.8% |
| 10Y | +364.7% | +614.7% | -249.9% | +101.8% |
| All | +988.5% | +2,756.4% | -1,767.9% | +173.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling