-7.1%
IGV vs TER
+213.3%
-220.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.2% | -6.0% | -1.9% |
| 7D | -3.3% | +11.0% | -14.3% | -3.5% |
| 30D | 0.0% | -1.9% | +1.8% | 0.0% |
| 3M | +7.3% | -0.7% | +8.0% | +6.6% |
| 6M | +16.7% | +36.4% | -19.6% | +12.4% |
| YTD | -2.8% | +92.4% | -95.3% | -10.5% |
| All | -7.1% | +213.3% | -220.4% | -19.3% |
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