+23.1%
IGV vs SEI
+999.8%
-976.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.1% | -4.8% | -0.1% |
| 7D | -2.9% | +22.6% | -25.5% | -4.9% |
| 30D | -1.5% | +9.1% | -10.6% | -2.6% |
| 3M | +11.7% | -11.3% | +23.0% | +11.9% |
| 6M | +18.4% | +22.0% | -3.6% | +13.9% |
| YTD | -3.9% | +47.3% | -51.2% | -10.1% |
| 1Y | -9.7% | +124.8% | -134.4% | -19.8% |
| 3Y | +38.4% | +591.3% | -552.8% | +5.2% |
| All | +23.1% | +999.8% | -976.7% | -10.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling