+364.4%
IGV vs NDAQ
+374.8%
-10.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.3% |
| 7D | -1.5% | -1.6% | 0.0% | -0.5% |
| 30D | -3.0% | -1.5% | -1.6% | -2.1% |
| 3M | +9.6% | +8.0% | +1.5% | +3.8% |
| 6M | +16.1% | +7.7% | +8.4% | +10.1% |
| YTD | -3.6% | -2.3% | -1.3% | -3.2% |
| 1Y | -7.8% | +0.6% | -8.4% | -9.5% |
| 3Y | +40.0% | +90.9% | -50.9% | -9.6% |
| 5Y | +21.2% | +52.5% | -31.2% | -10.9% |
| 10Y | +364.4% | +380.3% | -15.9% | +81.1% |
| All | +364.4% | +374.8% | -10.4% | +81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling