-11.5%
IGV vs VG
+29.7%
-41.3%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -5.2% | -22.0% | +16.9% | -5.5% |
| 30D | -10.0% | -11.6% | +1.7% | -10.0% |
| 3M | -0.5% | -14.9% | +14.3% | -0.7% |
| 6M | +12.6% | -3.5% | +16.1% | +12.4% |
| YTD | -6.4% | +70.0% | -76.4% | -9.7% |
| All | -11.5% | +29.7% | -41.3% | -13.7% |
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