+953.6%
IGV vs PNC
+742.0%
+211.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.5% |
| 7D | -3.3% | +2.3% | -5.6% | -4.1% |
| 30D | 0.0% | -3.8% | +3.8% | +1.2% |
| 3M | +7.3% | +7.8% | -0.4% | +4.4% |
| 6M | +16.7% | +19.7% | -3.0% | +9.3% |
| YTD | -2.8% | +19.1% | -22.0% | -9.1% |
| 1Y | -6.7% | +23.1% | -29.8% | -13.8% |
| 3Y | +41.1% | +132.1% | -91.0% | +3.8% |
| 5Y | +22.0% | +52.2% | -30.2% | +2.4% |
| 10Y | +357.9% | +271.4% | +86.5% | +169.1% |
| All | +953.6% | +742.0% | +211.6% | +216.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 all: compounded portfolio wealth divided by compounded PNC 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…
all analysis · Full analysis span regression · 6 months rolling