+363.6%
IGV vs WEC
+197.9%
+165.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.4% |
| 7D | +2.3% | +2.3% | 0.0% | +1.9% |
| 30D | -6.0% | +11.1% | -17.1% | -8.0% |
| 3M | -4.8% | +8.4% | -13.2% | -6.4% |
| 6M | +14.2% | +7.5% | +6.7% | +12.2% |
| YTD | -4.2% | +15.3% | -19.6% | -7.7% |
| 1Y | -5.3% | +9.7% | -15.0% | -7.6% |
| 3Y | +38.8% | +64.7% | -25.9% | +20.5% |
| 5Y | +14.2% | +57.3% | -43.0% | -0.4% |
| All | +363.6% | +197.9% | +165.6% | +248.1% |
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