+80.0%
IGV vs OPEN
-87.8%
+167.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -7.1% | +6.0% | -0.4% |
| 7D | -2.3% | -24.7% | +22.4% | +0.2% |
| 30D | -11.0% | -41.0% | +30.0% | -6.5% |
| 3M | -4.5% | -62.4% | +57.9% | +4.9% |
| 6M | +10.1% | -73.9% | +83.9% | +25.0% |
| YTD | -5.1% | -77.5% | +72.5% | +8.5% |
| 1Y | -10.2% | -83.6% | +73.3% | +5.3% |
| 3Y | +37.7% | -37.0% | +74.8% | +13.9% |
| 5Y | +15.7% | -93.3% | +109.0% | +14.2% |
| All | +80.0% | -87.8% | +167.8% | +66.3% |
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