+21.2%
IGV vs NVT
+399.9%
-378.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | +0.1% |
| 7D | -5.4% | +2.0% | -7.4% | -6.1% |
| 30D | -2.6% | -7.2% | +4.6% | -0.6% |
| 3M | +10.5% | -0.9% | +11.4% | +8.7% |
| 6M | +18.2% | +42.6% | -24.4% | -0.5% |
| YTD | -4.2% | +52.9% | -57.1% | -22.4% |
| 1Y | -9.8% | +64.5% | -74.3% | -29.7% |
| 3Y | +39.1% | +178.0% | -138.9% | -21.4% |
| 5Y | +21.2% | +402.8% | -381.6% | -52.5% |
| All | +21.2% | +399.9% | -378.7% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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