+1,772.2%
IGV vs RSP
+1,155.0%
+617.3%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -2.3% | +0.7% | -3.0% | -2.9% |
| 30D | -11.0% | +3.7% | -14.6% | -14.0% |
| 3M | -4.5% | +0.7% | -5.1% | -5.0% |
| 6M | +10.1% | +9.0% | +1.0% | +1.4% |
| YTD | -5.1% | +16.7% | -21.7% | -18.1% |
| 1Y | -10.2% | +19.0% | -29.2% | -24.0% |
| 3Y | +37.7% | +64.7% | -27.0% | -13.9% |
| 5Y | +15.7% | +49.6% | -33.9% | -19.1% |
| 10Y | +357.1% | +213.2% | +144.0% | +58.3% |
| All | +1,772.2% | +1,155.0% | +617.3% | +42.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling