+356.3%
IGV vs RMD
+276.6%
+79.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.5% | -0.6% |
| 7D | -5.4% | -4.2% | -1.2% | -3.9% |
| 30D | -2.6% | -2.1% | -0.6% | -1.9% |
| 3M | +10.5% | +13.8% | -3.2% | +5.0% |
| 6M | +18.2% | -10.6% | +28.8% | +22.0% |
| YTD | -4.2% | -8.1% | +3.9% | -2.5% |
| 1Y | -9.8% | -18.0% | +8.1% | -4.3% |
| 3Y | +39.1% | +52.9% | -13.7% | +9.5% |
| 5Y | +21.2% | -22.3% | +43.5% | +25.0% |
| All | +356.3% | +276.6% | +79.7% | +158.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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