+1,018.3%
IGV vs VEA
+169.3%
+849.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.5% |
| 7D | -3.3% | +1.9% | -5.2% | -4.8% |
| 30D | 0.0% | +0.8% | -0.8% | -0.7% |
| 3M | +7.3% | +5.7% | +1.7% | +2.1% |
| 6M | +16.7% | +13.3% | +3.4% | +4.1% |
| YTD | -2.8% | +18.4% | -21.2% | -16.8% |
| 1Y | -6.7% | +27.0% | -33.6% | -24.7% |
| 3Y | +41.1% | +79.3% | -38.1% | -14.6% |
| 5Y | +22.0% | +62.1% | -40.1% | -18.8% |
| 10Y | +357.9% | +160.3% | +197.7% | +110.6% |
| All | +1,018.3% | +169.3% | +849.1% | +362.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling