+362.3%
IGV vs TEAM
+456.1%
-93.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | +1.0% |
| 7D | -1.3% | -19.7% | +18.4% | +5.5% |
| 30D | -8.1% | -26.6% | +18.5% | +1.1% |
| 3M | -1.6% | -1.1% | -0.6% | -2.3% |
| 6M | +12.7% | +74.6% | -61.9% | -10.7% |
| YTD | -3.3% | -6.0% | +2.7% | -7.9% |
| 1Y | -7.9% | -3.2% | -4.7% | -13.2% |
| 3Y | +40.3% | -13.5% | +53.9% | +28.8% |
| 5Y | +17.3% | -65.5% | +82.8% | +35.6% |
| 10Y | +362.3% | +454.5% | -92.3% | +105.7% |
| All | +362.3% | +456.1% | -93.9% | +105.7% |
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