+938.5%
IGV vs RMD
+2,133.8%
-1,195.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.5% | -0.4% |
| 7D | +2.3% | +2.1% | +0.3% | +1.6% |
| 30D | -6.0% | +2.1% | -8.1% | -6.9% |
| 3M | -4.8% | +6.2% | -11.0% | -7.2% |
| 6M | +14.2% | +19.4% | -5.2% | +5.8% |
| YTD | -4.2% | +0.5% | -4.8% | -6.0% |
| 1Y | -5.3% | -3.9% | -1.3% | -5.5% |
| 3Y | +38.8% | +72.5% | -33.8% | +6.5% |
| 5Y | +14.2% | -1.5% | +15.7% | +6.9% |
| 10Y | +357.6% | +345.8% | +11.8% | +132.2% |
| All | +938.5% | +2,133.8% | -1,195.3% | +139.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling