+364.8%
IGV vs RMD
+346.1%
+18.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.4% | -1.2% | -0.9% |
| 7D | +2.5% | +0.1% | +2.4% | +2.4% |
| 30D | -8.6% | +1.9% | -10.5% | -9.4% |
| 3M | -1.6% | +6.3% | -7.9% | -4.0% |
| 6M | +13.4% | +18.2% | -4.8% | +5.5% |
| YTD | -4.0% | +0.3% | -4.3% | -5.5% |
| 1Y | -7.6% | -4.3% | -3.4% | -7.6% |
| 3Y | +39.3% | +71.3% | -32.0% | +5.2% |
| 5Y | +14.5% | -1.8% | +16.3% | +7.5% |
| All | +364.8% | +346.1% | +18.6% | +143.3% |
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