+953.6%
IGV vs WCN
+2,736.5%
-1,782.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.3% |
| 7D | -3.3% | -0.4% | -2.9% | -3.1% |
| 30D | 0.0% | -2.1% | +2.1% | +1.0% |
| 3M | +7.3% | +6.4% | +1.0% | +3.5% |
| 6M | +16.7% | -3.7% | +20.4% | +17.4% |
| YTD | -2.8% | -6.4% | +3.5% | -1.1% |
| 1Y | -6.7% | -7.9% | +1.3% | -4.6% |
| 3Y | +41.1% | +20.8% | +20.3% | +23.7% |
| 5Y | +22.0% | +29.0% | -7.0% | +2.9% |
| 10Y | +357.9% | +236.4% | +121.6% | +139.2% |
| All | +953.6% | +2,736.5% | -1,782.9% | +95.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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