+81.6%
IGV vs OPEN
-88.9%
+170.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.6% | +3.4% | +0.1% |
| 7D | +2.3% | -15.0% | +17.3% | +4.0% |
| 30D | -6.0% | -40.2% | +34.2% | -1.4% |
| 3M | -4.8% | -67.4% | +62.6% | +6.1% |
| 6M | +14.2% | -74.0% | +88.2% | +29.8% |
| YTD | -4.2% | -79.6% | +75.3% | +10.5% |
| 1Y | -5.3% | -86.1% | +80.8% | +13.2% |
| 3Y | +38.8% | -41.4% | +80.2% | +15.5% |
| 5Y | +14.2% | -94.9% | +109.1% | +15.9% |
| All | +81.6% | -88.9% | +170.5% | +69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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