-9.2%
IGV vs QLD
+9.9%
-19.1%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.8% | -4.2% | 0.0% |
| 7D | -0.4% | -1.4% | +1.0% | -0.2% |
| 30D | -9.9% | -19.6% | +9.6% | -2.6% |
| 3M | -1.2% | -14.1% | +12.9% | +4.1% |
| 6M | +11.3% | -13.6% | +25.0% | +15.8% |
| YTD | -4.0% | +12.5% | -16.5% | -12.3% |
| All | -9.2% | +9.9% | -19.1% | -15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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