+1,411.4%
IGV vs QID
-100.0%
+1,511.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.9% | -2.4% |
| 7D | -4.5% | -0.6% | -3.9% | -4.7% |
| 30D | +3.2% | 0.0% | +3.2% | +3.6% |
| 3M | +4.5% | +3.7% | +0.8% | +8.3% |
| 6M | +22.1% | -29.9% | +52.0% | +4.9% |
| YTD | -1.0% | -28.8% | +27.7% | -13.6% |
| 1Y | -2.1% | -37.2% | +35.1% | -18.8% |
| 3Y | +44.6% | -73.7% | +118.3% | -12.0% |
| 5Y | +22.2% | -80.7% | +102.9% | -20.8% |
| 10Y | +364.7% | -99.1% | +463.9% | -6.8% |
| All | +1,411.4% | -100.0% | +1,511.4% | -11.8% |
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