+1,851.4%
IGV vs RSP
+1,139.7%
+711.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.8% |
| 7D | -4.5% | -0.8% | -3.7% | -3.8% |
| 30D | +3.2% | -0.3% | +3.6% | +3.6% |
| 3M | +4.5% | +4.3% | +0.2% | +0.5% |
| 6M | +22.1% | +8.8% | +13.3% | +12.6% |
| YTD | -1.0% | +15.3% | -16.3% | -13.7% |
| 1Y | -2.1% | +18.3% | -20.4% | -16.7% |
| 3Y | +44.6% | +52.8% | -8.2% | -3.0% |
| 5Y | +22.2% | +51.7% | -29.6% | -15.7% |
| 10Y | +364.7% | +208.5% | +156.3% | +63.2% |
| All | +1,851.4% | +1,139.7% | +711.7% | +50.7% |
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