+41.7%
IGV vs ROIV
+314.9%
-273.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.2% | -6.3% | -1.3% |
| 7D | -5.2% | +5.3% | -10.5% | -6.2% |
| 30D | -10.0% | +11.9% | -21.9% | -11.9% |
| 3M | -0.5% | +10.7% | -11.2% | -3.1% |
| 6M | +12.6% | +34.9% | -22.3% | +4.3% |
| YTD | -6.4% | +79.2% | -85.6% | -19.6% |
| 1Y | -9.5% | +89.0% | -98.5% | -23.5% |
| 3Y | +41.7% | +337.3% | -295.7% | -7.1% |
| All | +41.7% | +314.9% | -273.2% | -7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 3y: compounded portfolio wealth divided by compounded ROIV 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…
3y analysis · Full analysis span regression · 6 months rolling