+357.7%
IGV vs VTV
+234.5%
+123.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | -0.4% |
| 7D | -2.9% | -1.1% | -1.8% | -1.9% |
| 30D | -1.5% | -1.0% | -0.5% | -0.5% |
| 3M | +11.7% | +4.6% | +7.0% | +6.8% |
| 6M | +18.4% | +13.5% | +4.9% | +4.4% |
| YTD | -3.9% | +18.5% | -22.4% | -19.0% |
| 1Y | -9.7% | +22.9% | -32.6% | -26.5% |
| 3Y | +38.4% | +67.8% | -29.4% | -16.2% |
| 5Y | +21.6% | +81.8% | -60.3% | -30.6% |
| All | +357.7% | +234.5% | +123.2% | +50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 10y: compounded portfolio wealth divided by compounded VTV 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…
10y analysis · Full analysis span regression · 6 months rolling