+94.7%
IGV vs RVMD
+622.3%
-527.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | -2.9% | -3.0% | +0.1% | -2.5% |
| 30D | -1.5% | -0.7% | -0.8% | -1.5% |
| 3M | +11.7% | +36.5% | -24.9% | +6.1% |
| 6M | +18.4% | +104.6% | -86.2% | +4.3% |
| YTD | -3.9% | +155.8% | -159.8% | -19.4% |
| 1Y | -9.7% | +340.7% | -350.3% | -31.0% |
| 3Y | +38.4% | +519.9% | -481.5% | -4.6% |
| 5Y | +21.6% | +584.9% | -563.4% | -23.8% |
| All | +94.7% | +622.3% | -527.6% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 10y: compounded portfolio wealth divided by compounded RVMD 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…
10y analysis · Full analysis span regression · 6 months rolling