+356.3%
IGV vs TRU
+144.8%
+211.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | -5.4% | -9.4% | +4.0% | -1.2% |
| 30D | -2.6% | -4.1% | +1.5% | -0.9% |
| 3M | +10.5% | +13.6% | -3.1% | +3.6% |
| 6M | +18.2% | +3.6% | +14.6% | +15.0% |
| YTD | -4.2% | -9.8% | +5.6% | -1.6% |
| 1Y | -9.8% | -13.6% | +3.8% | -6.4% |
| 3Y | +39.1% | -2.0% | +41.1% | +28.2% |
| 5Y | +21.2% | -35.8% | +57.0% | +35.2% |
| All | +356.3% | +144.8% | +211.5% | +195.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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