-2.1%
IGV vs VG
+14.1%
-16.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.2% |
| 7D | -4.5% | +1.7% | -6.2% | -4.5% |
| 30D | +3.2% | +16.0% | -12.8% | +3.1% |
| 3M | +4.5% | +9.7% | -5.2% | +4.3% |
| 6M | +22.1% | +29.6% | -7.5% | +19.2% |
| YTD | -1.0% | +112.0% | -113.1% | -6.9% |
| 1Y | -2.1% | +12.8% | -14.9% | -2.2% |
| All | -2.1% | +14.1% | -16.2% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG 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 1y: compounded portfolio wealth divided by compounded VG 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…
1y analysis · Full analysis span regression · 6 months rolling