+973.2%
IGV vs WCC
+4,485.9%
-3,512.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.9% | -6.1% | -3.3% |
| 7D | -4.5% | +4.5% | -9.0% | -5.7% |
| 30D | +3.2% | -5.8% | +9.0% | +4.7% |
| 3M | +4.5% | -3.7% | +8.2% | +4.6% |
| 6M | +22.1% | +23.1% | -0.9% | +12.9% |
| YTD | -1.0% | +44.2% | -45.2% | -12.9% |
| 1Y | -2.1% | +62.1% | -64.2% | -17.0% |
| 3Y | +44.6% | +121.1% | -76.5% | +7.6% |
| 5Y | +22.2% | +214.0% | -191.8% | -20.1% |
| 10Y | +364.7% | +472.8% | -108.1% | +128.2% |
| All | +973.2% | +4,485.9% | -3,512.8% | +157.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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