+356.3%
IGV vs VEU
+152.3%
+204.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | +0.7% |
| 7D | -5.4% | -1.9% | -3.5% | -3.5% |
| 30D | -2.6% | -0.7% | -1.9% | -1.9% |
| 3M | +10.5% | +4.9% | +5.7% | +4.8% |
| 6M | +18.2% | +9.8% | +8.3% | +6.0% |
| YTD | -4.2% | +15.3% | -19.5% | -18.8% |
| 1Y | -9.8% | +23.0% | -32.9% | -28.7% |
| 3Y | +39.1% | +73.5% | -34.4% | -23.8% |
| 5Y | +21.2% | +54.5% | -33.3% | -24.4% |
| All | +356.3% | +152.3% | +204.0% | +78.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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