+280.7%
IGV vs SEI
+608.3%
-327.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.2% | +4.6% | -0.1% |
| 7D | -5.4% | +20.7% | -26.0% | -7.4% |
| 30D | -2.6% | +9.1% | -11.7% | -3.9% |
| 3M | +10.5% | -6.0% | +16.5% | +9.9% |
| 6M | +18.2% | +18.9% | -0.8% | +13.5% |
| YTD | -4.2% | +40.1% | -44.4% | -10.4% |
| 1Y | -9.8% | +120.6% | -130.5% | -20.6% |
| 3Y | +39.1% | +562.1% | -523.0% | +1.5% |
| 5Y | +21.2% | +954.5% | -933.3% | -19.4% |
| All | +280.7% | +608.3% | -327.6% | +148.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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