+938.6%
IGV vs SCHW
+915.1%
+23.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.4% | -0.9% |
| 7D | -5.4% | -2.8% | -2.6% | -4.3% |
| 30D | -2.6% | -0.1% | -2.6% | -2.7% |
| 3M | +10.5% | +20.6% | -10.1% | +2.5% |
| 6M | +18.2% | +15.9% | +2.2% | +10.9% |
| YTD | -4.2% | +8.5% | -12.7% | -7.9% |
| 1Y | -9.8% | +17.8% | -27.7% | -16.2% |
| 3Y | +39.1% | +88.5% | -49.4% | +5.5% |
| 5Y | +21.2% | +60.6% | -39.4% | -6.4% |
| 10Y | +361.5% | +298.0% | +63.5% | +122.9% |
| All | +938.6% | +915.1% | +23.5% | +149.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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