+357.7%
IGV vs NVO
+143.1%
+214.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.5% | +0.8% |
| 7D | -2.9% | -7.6% | +4.7% | -1.0% |
| 30D | -1.5% | -6.0% | +4.5% | -0.1% |
| 3M | +11.7% | -0.8% | +12.5% | +11.2% |
| 6M | +18.4% | +16.5% | +2.0% | +12.8% |
| YTD | -3.9% | -11.1% | +7.2% | -2.8% |
| 1Y | -9.7% | -16.7% | +7.1% | -7.6% |
| 3Y | +38.4% | -52.9% | +91.3% | +57.1% |
| 5Y | +21.6% | -3.0% | +24.6% | +1.1% |
| All | +357.7% | +143.1% | +214.7% | +183.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVO.
Daily Out/Under-Performance
Portfolio return minus NVO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVO 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 NVO 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