+41.1%
IGV vs RRC
+32.7%
+8.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.6% | -1.8% |
| 7D | -3.3% | -1.2% | -2.1% | -3.1% |
| 30D | 0.0% | +9.4% | -9.5% | -1.7% |
| 3M | +7.3% | +7.4% | 0.0% | +5.8% |
| 6M | +16.7% | +1.5% | +15.3% | +15.8% |
| YTD | -2.8% | +19.4% | -22.2% | -7.0% |
| 1Y | -6.7% | +24.2% | -30.9% | -11.9% |
| 3Y | +41.1% | +32.8% | +8.3% | +32.1% |
| All | +41.1% | +32.7% | +8.4% | +32.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling