+14.8%
IGV vs SYY
+15.0%
-0.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.5% |
| 7D | +2.3% | +0.3% | +2.0% | +2.3% |
| 30D | -6.0% | -4.8% | -1.2% | -5.1% |
| 3M | -4.8% | -7.1% | +2.3% | -3.3% |
| 6M | +14.2% | +6.8% | +7.4% | +11.1% |
| YTD | -4.2% | +7.7% | -11.9% | -9.0% |
| 1Y | -5.3% | +5.7% | -11.0% | -9.5% |
| 3Y | +38.8% | +24.6% | +14.2% | +18.0% |
| All | +14.8% | +15.0% | -0.2% | +2.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling