+356.3%
IGV vs RRC
+6.5%
+349.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -1.0% | -0.7% |
| 7D | -5.4% | -1.2% | -4.2% | -5.3% |
| 30D | -2.6% | +3.0% | -5.6% | -2.9% |
| 3M | +10.5% | +7.3% | +3.2% | +9.6% |
| 6M | +18.2% | +3.6% | +14.6% | +17.4% |
| YTD | -4.2% | +19.4% | -23.6% | -6.3% |
| 1Y | -9.8% | +21.4% | -31.2% | -12.1% |
| 3Y | +39.1% | +32.8% | +6.4% | +33.5% |
| 5Y | +21.2% | +152.0% | -130.8% | +8.3% |
| All | +356.3% | +6.5% | +349.8% | +280.4% |
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