+38.4%
IGV vs UUUU
+74.5%
-36.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.0% | +5.3% | +0.7% |
| 7D | -2.9% | -10.5% | +7.6% | -2.0% |
| 30D | -1.5% | -10.5% | +9.0% | -0.7% |
| 3M | +11.7% | -14.1% | +25.8% | +12.7% |
| 6M | +18.4% | -35.5% | +53.9% | +21.4% |
| YTD | -3.9% | -10.9% | +7.0% | -5.0% |
| 1Y | -9.7% | +3.4% | -13.0% | -13.6% |
| 3Y | +38.4% | +73.1% | -34.7% | +17.1% |
| All | +38.4% | +74.5% | -36.1% | +17.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling