+357.7%
IGV vs QSR
+135.2%
+222.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.1% |
| 7D | -2.9% | -4.0% | +1.1% | -1.5% |
| 30D | -1.5% | +2.8% | -4.3% | -2.6% |
| 3M | +11.7% | +5.1% | +6.6% | +9.3% |
| 6M | +18.4% | +8.8% | +9.6% | +14.0% |
| YTD | -3.9% | +14.8% | -18.8% | -9.6% |
| 1Y | -9.7% | +25.7% | -35.4% | -18.2% |
| 3Y | +38.4% | +27.5% | +10.9% | +22.6% |
| 5Y | +21.6% | +41.3% | -19.7% | +2.3% |
| All | +357.7% | +135.2% | +222.6% | +209.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 10y: compounded portfolio wealth divided by compounded QSR 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…
10y analysis · Full analysis span regression · 6 months rolling