-7.5%
IGV vs Q
+19.7%
-27.2%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -7.5% | -3.3% | -4.2% | -7.2% |
| 30D | -5.6% | -9.7% | +4.1% | -4.9% |
| 3M | +1.5% | -16.1% | +17.6% | +2.9% |
| 6M | +17.1% | -15.7% | +32.8% | +16.4% |
| YTD | -2.0% | +45.7% | -47.7% | -14.7% |
| 1Y | -7.5% | +18.0% | -25.5% | -14.8% |
| All | -7.5% | +19.7% | -27.2% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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