+973.2%
IGV vs RTX
+1,354.0%
-380.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.6% | -1.9% |
| 7D | -4.5% | -5.2% | +0.7% | -1.9% |
| 30D | +3.2% | -9.4% | +12.6% | +8.4% |
| 3M | +4.5% | +12.3% | -7.8% | -2.3% |
| 6M | +22.1% | -3.1% | +25.2% | +22.3% |
| YTD | -1.0% | +10.7% | -11.7% | -8.2% |
| 1Y | -2.1% | +28.4% | -30.5% | -16.5% |
| 3Y | +44.6% | +147.1% | -102.5% | -15.9% |
| 5Y | +22.2% | +167.2% | -145.1% | -33.4% |
| 10Y | +364.7% | +274.7% | +90.0% | +84.6% |
| All | +973.2% | +1,354.0% | -380.8% | +60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 RTX 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