+1,265.4%
IGV vs VTV
+712.5%
+552.9%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.5% |
| 7D | -1.5% | -0.7% | -0.9% | -0.9% |
| 30D | -3.0% | -0.5% | -2.5% | -2.6% |
| 3M | +9.6% | +5.3% | +4.3% | +4.3% |
| 6M | +16.1% | +12.9% | +3.3% | +3.3% |
| YTD | -3.6% | +18.5% | -22.1% | -18.2% |
| 1Y | -7.8% | +25.3% | -33.1% | -25.8% |
| 3Y | +40.0% | +68.2% | -28.2% | -14.0% |
| 5Y | +21.2% | +80.6% | -59.4% | -29.2% |
| 10Y | +364.4% | +232.9% | +131.5% | +52.1% |
| All | +1,265.4% | +712.5% | +552.9% | +79.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling