+973.2%
IGV vs RMD
+2,023.7%
-1,050.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.9% | -2.1% |
| 7D | -4.5% | -5.0% | +0.5% | -2.7% |
| 30D | +3.2% | +2.2% | +1.0% | +2.2% |
| 3M | +4.5% | +17.8% | -13.3% | -2.1% |
| 6M | +22.1% | -11.3% | +33.4% | +26.3% |
| YTD | -1.0% | -4.4% | +3.4% | -0.8% |
| 1Y | -2.1% | -15.7% | +13.6% | +2.6% |
| 3Y | +44.6% | +47.7% | -3.2% | +17.4% |
| 5Y | +22.2% | -19.2% | +41.4% | +23.4% |
| 10Y | +364.7% | +280.4% | +84.3% | +150.5% |
| All | +973.2% | +2,023.7% | -1,050.5% | +152.7% |
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 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