+363.6%
IGV vs RRC
+73.1%
+290.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.3% |
| 7D | +2.3% | +6.4% | -4.0% | +1.7% |
| 30D | -6.0% | +23.9% | -29.9% | -8.2% |
| 3M | -4.8% | +30.2% | -35.0% | -7.6% |
| 6M | +14.2% | +26.3% | -12.0% | +11.1% |
| YTD | -4.2% | +48.1% | -52.3% | -8.6% |
| 1Y | -5.3% | +37.7% | -42.9% | -9.0% |
| 3Y | +38.8% | +60.3% | -21.5% | +30.4% |
| 5Y | +14.2% | +135.3% | -121.1% | +1.9% |
| All | +363.6% | +73.1% | +290.5% | +265.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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