-5.3%
IGV vs PCG
-19.5%
+14.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.4% | 0.0% |
| 7D | +2.3% | +2.2% | +0.2% | +2.6% |
| 30D | -6.0% | +0.8% | -6.8% | -5.9% |
| 3M | -4.8% | -23.8% | +19.0% | -8.9% |
| 6M | +14.2% | -19.6% | +33.8% | +11.8% |
| YTD | -4.2% | -16.7% | +12.5% | -4.7% |
| 1Y | -5.3% | -19.4% | +14.1% | -5.4% |
| All | -5.3% | -19.5% | +14.3% | -5.4% |
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