+37.7%
IGV vs SPOT
+257.6%
-219.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | -2.3% | +1.0% | -3.3% | -2.5% |
| 30D | -11.0% | +14.6% | -25.5% | -14.1% |
| 3M | -4.5% | +18.4% | -22.9% | -9.0% |
| 6M | +10.1% | +45.1% | -35.0% | -1.2% |
| YTD | -5.1% | +4.4% | -9.4% | -7.6% |
| 1Y | -10.2% | -2.7% | -7.5% | -11.1% |
| 3Y | +37.7% | +254.6% | -216.8% | +8.6% |
| All | +37.7% | +257.6% | -219.9% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 3y: compounded portfolio wealth divided by compounded SPOT 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…
3y analysis · Full analysis span regression · 6 months rolling