-2.3%
IGV vs VG
-44.1%
+41.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.7% | -5.5% | -1.1% |
| 7D | +2.5% | +15.1% | -12.6% | +1.5% |
| 30D | -8.6% | -4.2% | -4.4% | -8.5% |
| 3M | -1.6% | -3.1% | +1.5% | -1.7% |
| 6M | +13.4% | +0.3% | +13.1% | +12.4% |
| YTD | -4.0% | +95.5% | -99.5% | -13.4% |
| 1Y | -7.6% | +64.4% | -72.1% | -15.1% |
| All | -2.3% | -44.1% | +41.8% | -7.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling