+21.2%
IGV vs TGT
-26.4%
+47.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.3% |
| 7D | -5.4% | -5.0% | -0.3% | -4.2% |
| 30D | -2.6% | +3.0% | -5.7% | -3.4% |
| 3M | +10.5% | +22.6% | -12.1% | +4.8% |
| 6M | +18.2% | +31.2% | -13.0% | +9.5% |
| YTD | -4.2% | +63.7% | -67.9% | -16.7% |
| 1Y | -9.8% | +78.5% | -88.3% | -23.6% |
| 3Y | +39.1% | +40.5% | -1.4% | +17.7% |
| 5Y | +21.2% | -25.6% | +46.8% | +29.8% |
| All | +21.2% | -26.4% | +47.6% | +29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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