+14.8%
IGV vs QID
-76.9%
+91.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.9% | +1.1% |
| 7D | +2.3% | -7.1% | +9.5% | -1.2% |
| 30D | -6.0% | +12.6% | -18.6% | +1.2% |
| 3M | -4.8% | +14.2% | -19.0% | +3.8% |
| 6M | +14.2% | +6.2% | +8.0% | +22.0% |
| YTD | -4.2% | -21.8% | +17.6% | -11.4% |
| 1Y | -5.3% | -23.1% | +17.9% | -12.7% |
| 3Y | +38.8% | -71.3% | +110.1% | -13.6% |
| All | +14.8% | -76.9% | +91.7% | -18.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling