+21.2%
IGV vs TEL
+50.4%
-29.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -5.4% | -2.3% | -3.1% | -4.2% |
| 30D | -2.6% | -6.1% | +3.4% | +0.5% |
| 3M | +10.5% | +1.7% | +8.8% | +8.8% |
| 6M | +18.2% | +1.6% | +16.6% | +13.4% |
| YTD | -4.2% | -9.1% | +4.8% | -2.7% |
| 1Y | -9.8% | -1.7% | -8.2% | -13.7% |
| 3Y | +39.1% | +67.3% | -28.2% | -12.0% |
| 5Y | +21.2% | +52.1% | -30.9% | -18.2% |
| All | +21.2% | +50.4% | -29.2% | -18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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