+1,265.9%
IGV vs QLD
+7,183.5%
-5,917.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -12.7% | +8.3% | +2.0% |
| 7D | -8.3% | -18.6% | +10.3% | +1.2% |
| 30D | -10.9% | -28.3% | +17.4% | +4.7% |
| 3M | -2.3% | -20.4% | +18.1% | +8.8% |
| 6M | +12.2% | -14.3% | +26.5% | +18.1% |
| YTD | -6.3% | +2.8% | -9.1% | -10.5% |
| 1Y | -11.4% | -1.2% | -10.2% | -13.9% |
| 3Y | +41.5% | +135.3% | -93.8% | -15.2% |
| 5Y | +12.8% | +62.6% | -49.8% | -23.3% |
| 10Y | +354.7% | +1,384.3% | -1,029.6% | -9.3% |
| All | +1,265.9% | +7,183.5% | -5,917.6% | -3.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling