+357.7%
IGV vs UUUU
+465.5%
-107.8%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.0% | +5.3% | +0.9% |
| 7D | -2.9% | -10.5% | +7.6% | -1.6% |
| 30D | -1.5% | -10.5% | +9.0% | -0.4% |
| 3M | +11.7% | -14.1% | +25.8% | +13.1% |
| 6M | +18.4% | -35.5% | +53.9% | +22.9% |
| YTD | -3.9% | -10.9% | +7.0% | -5.8% |
| 1Y | -9.7% | +3.4% | -13.0% | -14.9% |
| 3Y | +38.4% | +73.1% | -34.7% | +15.4% |
| 5Y | +21.6% | +87.1% | -65.5% | -3.7% |
| All | +357.7% | +465.5% | -107.8% | +182.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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