+356.3%
IGV vs O
+54.2%
+302.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.3% |
| 7D | -5.4% | -3.5% | -1.9% | -4.3% |
| 30D | -2.6% | -3.3% | +0.7% | -1.6% |
| 3M | +10.5% | -2.8% | +13.4% | +11.3% |
| 6M | +18.2% | -5.8% | +23.9% | +19.8% |
| YTD | -4.2% | +9.4% | -13.6% | -7.9% |
| 1Y | -9.8% | +5.7% | -15.5% | -12.4% |
| 3Y | +39.1% | +27.2% | +11.9% | +24.8% |
| 5Y | +21.2% | +17.2% | +4.0% | +12.2% |
| All | +356.3% | +54.2% | +302.1% | +288.4% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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