+38.0%
IGV vs VTI
+74.4%
-36.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | +0.2% |
| 7D | -5.4% | -2.0% | -3.4% | -2.9% |
| 30D | -2.6% | -1.9% | -0.7% | -0.1% |
| 3M | +10.5% | +4.5% | +6.0% | +4.7% |
| 6M | +18.2% | +12.6% | +5.6% | +2.0% |
| YTD | -4.2% | +12.0% | -16.2% | -16.6% |
| 1Y | -9.8% | +17.3% | -27.2% | -25.9% |
| All | +38.0% | +74.4% | -36.4% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTI.
Daily Out/Under-Performance
Portfolio return minus VTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTI 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 3y: compounded portfolio wealth divided by compounded VTI 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…
3y analysis · Full analysis span regression · 6 months rolling