+953.6%
IGV vs TGT
+694.3%
+259.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.8% | -1.4% |
| 7D | -3.3% | -0.6% | -2.7% | -3.1% |
| 30D | 0.0% | +9.5% | -9.6% | -3.4% |
| 3M | +7.3% | +32.3% | -24.9% | -3.6% |
| 6M | +16.7% | +37.0% | -20.3% | +2.7% |
| YTD | -2.8% | +71.0% | -73.9% | -21.6% |
| 1Y | -6.7% | +85.0% | -91.7% | -27.2% |
| 3Y | +41.1% | +46.8% | -5.7% | +12.5% |
| 5Y | +22.0% | -22.7% | +44.7% | +21.8% |
| 10Y | +357.9% | +216.3% | +141.7% | +137.8% |
| All | +953.6% | +694.3% | +259.3% | +180.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling