+44.0%
IGV vs U
+9.8%
+34.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -2.0% |
| 7D | -4.5% | -3.8% | -0.7% | -3.8% |
| 30D | +3.2% | +17.5% | -14.2% | -0.2% |
| 3M | +4.5% | +38.7% | -34.2% | -2.4% |
| 6M | +22.1% | +104.4% | -82.3% | +6.0% |
| YTD | -1.0% | -5.7% | +4.6% | -3.5% |
| 1Y | -2.1% | +3.7% | -5.8% | -7.0% |
| All | +44.0% | +9.8% | +34.2% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 3y: compounded portfolio wealth divided by compounded U 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…
3y analysis · Full analysis span regression · 6 months rolling