+67.0%
IGV vs RKT
-9.3%
+76.4%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +2.3% | -9.0% | +11.3% | +3.7% |
| 30D | -6.0% | +30.2% | -36.2% | -9.7% |
| 3M | -4.8% | -8.8% | +4.1% | -3.9% |
| 6M | +14.2% | -0.9% | +15.2% | +13.4% |
| YTD | -4.2% | -29.2% | +24.9% | -1.4% |
| 1Y | -5.3% | -20.1% | +14.8% | -4.2% |
| 3Y | +38.8% | +81.3% | -42.5% | +18.6% |
| 5Y | +14.2% | -6.6% | +20.8% | +0.5% |
| All | +67.0% | -9.3% | +76.4% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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