+356.3%
IGV vs TEAM
+513.9%
-157.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -1.0% |
| 7D | -5.4% | -7.8% | +2.4% | -2.9% |
| 30D | -2.6% | +16.5% | -19.2% | -7.6% |
| 3M | +10.5% | +96.2% | -85.6% | -14.6% |
| 6M | +18.2% | +130.2% | -112.0% | -15.7% |
| YTD | -4.2% | +10.7% | -15.0% | -12.9% |
| 1Y | -9.8% | +3.0% | -12.8% | -16.3% |
| 3Y | +39.1% | -13.1% | +52.2% | +28.7% |
| 5Y | +21.2% | -52.7% | +73.9% | +26.1% |
| All | +356.3% | +513.9% | -157.6% | +99.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 10y: compounded portfolio wealth divided by compounded TEAM 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…
10y analysis · Full analysis span regression · 6 months rolling