+1,362.6%
IGV vs QID
-100.0%
+1,462.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +1.1% |
| 3M | -4.8% | +14.2% | -19.0% | +3.7% |
| 6M | +14.2% | +6.2% | +8.0% | +21.9% |
| YTD | -4.2% | -21.8% | +17.6% | -11.0% |
| 1Y | -5.3% | -23.1% | +17.9% | -12.3% |
| 3Y | +38.8% | -71.3% | +110.1% | -11.2% |
| 5Y | +14.2% | -77.0% | +91.2% | -18.2% |
| 10Y | +357.6% | -99.0% | +456.6% | -3.0% |
| All | +1,362.6% | -100.0% | +1,462.6% | -9.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling