+21.2%
IGV vs OPEN
-84.0%
+105.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.5% | -0.6% |
| 7D | -1.5% | -2.9% | +1.4% | -1.2% |
| 30D | -3.0% | -13.8% | +10.8% | -1.6% |
| 3M | +9.6% | -30.9% | +40.4% | +13.4% |
| 6M | +16.1% | -40.9% | +57.1% | +21.6% |
| YTD | -3.6% | -48.5% | +44.9% | +1.7% |
| 1Y | -7.8% | -50.9% | +43.1% | -6.5% |
| 3Y | +40.0% | -20.6% | +60.6% | +16.1% |
| 5Y | +21.2% | -84.2% | +105.4% | +13.2% |
| All | +21.2% | -84.0% | +105.2% | +13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling