-9.9%
IGV vs SYY
+5.4%
-15.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.9% | -1.5% | -0.5% |
| 7D | -5.4% | +1.5% | -6.9% | -5.1% |
| 30D | -2.6% | -2.3% | -0.3% | -3.0% |
| 3M | +10.5% | +5.5% | +5.0% | +11.4% |
| 6M | +18.2% | -1.0% | +19.1% | +18.1% |
| YTD | -4.2% | +14.1% | -18.4% | -1.4% |
| All | -9.9% | +5.4% | -15.4% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 1y: compounded portfolio wealth divided by compounded SYY 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…
1y analysis · Full analysis span regression · 6 months rolling