+973.2%
IGV vs RY
+3,267.8%
-2,294.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -1.8% |
| 7D | -4.5% | +3.1% | -7.6% | -6.1% |
| 30D | +3.2% | -0.3% | +3.5% | +3.2% |
| 3M | +4.5% | +8.7% | -4.1% | -0.5% |
| 6M | +22.1% | +28.5% | -6.4% | +5.5% |
| YTD | -1.0% | +25.1% | -26.2% | -13.3% |
| 1Y | -2.1% | +46.3% | -48.4% | -21.4% |
| 3Y | +44.6% | +154.9% | -110.4% | -15.6% |
| 5Y | +22.2% | +140.3% | -118.1% | -26.3% |
| 10Y | +364.7% | +377.0% | -12.3% | +89.8% |
| All | +973.2% | +3,267.8% | -2,294.6% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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