+357.7%
IGV vs TECH
+189.9%
+167.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.3% | +0.3% |
| 7D | -2.9% | -0.4% | -2.5% | -2.8% |
| 30D | -1.5% | 0.0% | -1.5% | -1.5% |
| 3M | +11.7% | +33.7% | -22.0% | -1.7% |
| 6M | +18.4% | +34.9% | -16.5% | +1.8% |
| YTD | -3.9% | +23.2% | -27.1% | -14.8% |
| 1Y | -9.7% | +36.3% | -46.0% | -24.2% |
| 3Y | +38.4% | +2.3% | +36.2% | +23.0% |
| 5Y | +21.6% | -42.9% | +64.5% | +44.3% |
| All | +357.7% | +189.9% | +167.8% | +132.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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