+21.2%
IGV vs VEA
+57.9%
-36.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | +0.6% |
| 7D | -5.4% | -2.1% | -3.3% | -3.4% |
| 30D | -2.6% | -1.1% | -1.6% | -1.6% |
| 3M | +10.5% | +5.1% | +5.5% | +4.7% |
| 6M | +18.2% | +9.8% | +8.4% | +5.9% |
| YTD | -4.2% | +15.9% | -20.2% | -19.7% |
| 1Y | -9.8% | +24.6% | -34.4% | -30.2% |
| 3Y | +39.1% | +75.5% | -36.4% | -27.8% |
| 5Y | +21.2% | +59.4% | -38.2% | -28.6% |
| All | +21.2% | +57.9% | -36.7% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 5y: compounded portfolio wealth divided by compounded VEA 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…
5y analysis · Full analysis span regression · 6 months rolling