-7.5%
IGV vs VG
+47.2%
-54.7%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -7.7% | +8.6% | +0.8% |
| 7D | -7.5% | -16.4% | +8.9% | -7.6% |
| 30D | -5.6% | -10.8% | +5.2% | -5.7% |
| 3M | +1.5% | -6.3% | +7.8% | +1.6% |
| 6M | +17.1% | -12.5% | +29.6% | +17.1% |
| YTD | -2.0% | +76.9% | -78.9% | -6.2% |
| 1Y | -7.5% | +51.8% | -59.3% | -10.7% |
| All | -7.5% | +47.2% | -54.7% | -10.7% |
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