+67.1%
IGV vs RKT
-12.8%
+79.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.4% |
| 7D | -5.4% | -7.2% | +1.9% | -4.4% |
| 30D | -2.6% | -7.9% | +5.3% | -1.5% |
| 3M | +10.5% | +5.2% | +5.3% | +9.4% |
| 6M | +18.2% | -14.9% | +33.1% | +19.7% |
| YTD | -4.2% | -31.9% | +27.6% | -0.5% |
| 1Y | -9.8% | -36.9% | +27.1% | -5.7% |
| 3Y | +39.1% | +35.7% | +3.4% | +24.3% |
| 5Y | +21.2% | -9.7% | +30.9% | +7.6% |
| All | +67.1% | -12.8% | +79.8% | +46.9% |
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