+14.8%
IGV vs VT
+57.0%
-42.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | +0.1% |
| 7D | +2.3% | +2.4% | 0.0% | -0.8% |
| 30D | -6.0% | -1.5% | -4.5% | -4.1% |
| 3M | -4.8% | -4.1% | -0.7% | +0.7% |
| 6M | +14.2% | +0.6% | +13.7% | +13.2% |
| YTD | -4.2% | +11.0% | -15.3% | -17.6% |
| 1Y | -5.3% | +13.3% | -18.6% | -20.8% |
| 3Y | +38.8% | +73.4% | -34.6% | -35.8% |
| All | +14.8% | +57.0% | -42.2% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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