-7.5%
IGV vs QID
-21.1%
+13.6%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.7% | +0.2% |
| 7D | -7.5% | +9.8% | -17.2% | -3.9% |
| 30D | -5.6% | +18.9% | -24.5% | +1.3% |
| 3M | +1.5% | +9.6% | -8.1% | +6.1% |
| 6M | +17.1% | -7.8% | +24.9% | +14.8% |
| YTD | -2.0% | -23.3% | +21.3% | -10.2% |
| 1Y | -7.5% | -22.0% | +14.5% | -14.0% |
| All | -7.5% | -21.1% | +13.6% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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