+435.8%
IGV vs RACE
+647.6%
-211.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.3% | -1.4% |
| 7D | -4.5% | -2.5% | -2.0% | -3.4% |
| 30D | +3.2% | +0.8% | +2.4% | +2.8% |
| 3M | +4.5% | +17.2% | -12.6% | -2.9% |
| 6M | +22.1% | +13.6% | +8.5% | +14.2% |
| YTD | -1.0% | +12.2% | -13.3% | -7.6% |
| 1Y | -2.1% | -16.3% | +14.2% | +3.3% |
| 3Y | +44.6% | +36.4% | +8.1% | +15.5% |
| 5Y | +22.2% | +95.0% | -72.8% | -19.0% |
| 10Y | +364.7% | +813.2% | -448.5% | +76.6% |
| All | +435.8% | +647.6% | -211.8% | +100.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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