-9.7%
IGV vs VWO
+16.3%
-26.0%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | 0.0% |
| 7D | -2.9% | -1.8% | -1.1% | -2.0% |
| 30D | -1.5% | -0.1% | -1.4% | -1.5% |
| 3M | +11.7% | +2.2% | +9.4% | +10.2% |
| 6M | +18.4% | +8.8% | +9.7% | +12.8% |
| YTD | -3.9% | +12.4% | -16.3% | -11.5% |
| 1Y | -9.7% | +15.6% | -25.2% | -18.0% |
| All | -9.7% | +16.3% | -26.0% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 1y: compounded portfolio wealth divided by compounded VWO 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…
1y analysis · Full analysis span regression · 6 months rolling