-7.1%
IGV vs PCG
+2.9%
-10.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.6% | -5.5% | -1.4% |
| 7D | -3.3% | +5.4% | -8.7% | -2.7% |
| 30D | 0.0% | -15.1% | +15.1% | -2.1% |
| 3M | +7.3% | -9.8% | +17.2% | +6.6% |
| 6M | +16.7% | -18.0% | +34.7% | +14.5% |
| YTD | -2.8% | -7.2% | +4.4% | -3.2% |
| All | -7.1% | +2.9% | -10.0% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 1y: compounded portfolio wealth divided by compounded PCG 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…
1y analysis · Full analysis span regression · 6 months rolling