-7.8%
IGV vs RSP
+16.1%
-23.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | +0.1% |
| 7D | -1.5% | -1.8% | +0.3% | +0.2% |
| 30D | -3.0% | -2.5% | -0.5% | -0.6% |
| 3M | +9.6% | +3.0% | +6.6% | +7.0% |
| 6M | +16.1% | +8.9% | +7.2% | +7.6% |
| YTD | -3.6% | +13.0% | -16.6% | -13.6% |
| 1Y | -7.8% | +16.2% | -24.1% | -19.1% |
| All | -7.8% | +16.1% | -23.9% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 1y: compounded portfolio wealth divided by compounded RSP 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…
1y analysis · Full analysis span regression · 6 months rolling