-2.1%
IGV vs TER
+203.7%
-205.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +5.4% | -7.7% | -2.3% |
| 7D | -4.5% | +0.6% | -5.1% | -4.5% |
| 30D | +3.2% | -8.3% | +11.5% | +3.3% |
| 3M | +4.5% | -12.2% | +16.8% | +4.2% |
| 6M | +22.1% | +17.0% | +5.1% | +18.9% |
| YTD | -1.0% | +84.6% | -85.6% | -8.3% |
| 1Y | -2.1% | +199.8% | -201.9% | -13.0% |
| All | -2.1% | +203.7% | -205.8% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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