+357.7%
IGV vs TRI
+196.2%
+161.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | -0.6% |
| 7D | -2.9% | -7.9% | +5.0% | +1.1% |
| 30D | -1.5% | -4.5% | +3.0% | +0.5% |
| 3M | +11.7% | +22.1% | -10.4% | -1.8% |
| 6M | +18.4% | -2.8% | +21.2% | +16.7% |
| YTD | -3.9% | -23.4% | +19.5% | +7.4% |
| 1Y | -9.7% | -41.5% | +31.9% | +18.2% |
| 3Y | +38.4% | -19.2% | +57.6% | +41.0% |
| 5Y | +21.6% | -9.4% | +31.0% | +13.3% |
| All | +357.7% | +196.2% | +161.5% | +135.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 10y: compounded portfolio wealth divided by compounded TRI 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…
10y analysis · Full analysis span regression · 6 months rolling