-9.9%
IGV vs TE
+147.6%
-157.5%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.7% | +6.1% | -0.3% |
| 7D | -5.4% | +0.9% | -6.3% | -5.5% |
| 30D | -2.6% | -16.3% | +13.7% | -2.0% |
| 3M | +10.5% | -40.8% | +51.3% | +12.0% |
| 6M | +18.2% | -42.6% | +60.8% | +19.0% |
| YTD | -4.2% | -31.4% | +27.2% | -4.7% |
| All | -9.9% | +147.6% | -157.5% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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