+48.2%
IGV vs NVD
-99.1%
+147.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.5% | -5.1% | 0.0% |
| 7D | -5.4% | +9.0% | -14.4% | -4.1% |
| 30D | -2.6% | -5.5% | +2.8% | -2.8% |
| 3M | +10.5% | -24.6% | +35.1% | +7.3% |
| 6M | +18.2% | -42.1% | +60.2% | +12.0% |
| YTD | -4.2% | -44.3% | +40.1% | -9.1% |
| 1Y | -9.8% | -54.2% | +44.4% | -15.7% |
| 3Y | +39.1% | -99.1% | +138.2% | -16.8% |
| All | +48.2% | -99.1% | +147.4% | -11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 5y: compounded portfolio wealth divided by compounded NVD 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…
5y analysis · Full analysis span regression · 6 months rolling