+1,429.5%
IGV vs VNQ
+387.0%
+1,042.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.3% |
| 7D | -1.5% | -0.9% | -0.7% | -1.1% |
| 30D | -3.0% | -2.2% | -0.8% | -1.9% |
| 3M | +9.6% | -1.9% | +11.5% | +10.5% |
| 6M | +16.1% | +3.2% | +12.9% | +13.8% |
| YTD | -3.6% | +9.4% | -13.0% | -8.4% |
| 1Y | -7.8% | +7.5% | -15.4% | -11.7% |
| 3Y | +40.0% | +31.1% | +8.9% | +20.7% |
| 5Y | +21.2% | +6.6% | +14.7% | +16.6% |
| 10Y | +364.4% | +63.9% | +300.5% | +258.9% |
| All | +1,429.5% | +387.0% | +1,042.6% | +480.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 all: compounded portfolio wealth divided by compounded VNQ 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…
all analysis · Full analysis span regression · 6 months rolling