+356.3%
IGV vs WEC
+146.6%
+209.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.1% | -0.5% |
| 7D | -5.4% | -1.3% | -4.1% | -5.1% |
| 30D | -2.6% | -0.4% | -2.2% | -2.6% |
| 3M | +10.5% | -6.8% | +17.3% | +11.9% |
| 6M | +18.2% | -6.4% | +24.6% | +19.3% |
| YTD | -4.2% | +2.5% | -6.7% | -5.5% |
| 1Y | -9.8% | -0.4% | -9.4% | -10.5% |
| 3Y | +39.1% | +38.5% | +0.6% | +25.5% |
| 5Y | +21.2% | +31.7% | -10.5% | +10.0% |
| All | +356.3% | +146.6% | +209.7% | +256.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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