+973.2%
IGV vs WEC
+1,904.9%
-931.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -2.0% |
| 7D | -4.5% | -0.3% | -4.2% | -4.4% |
| 30D | +3.2% | -1.3% | +4.5% | +3.6% |
| 3M | +4.5% | -3.9% | +8.5% | +5.7% |
| 6M | +22.1% | -8.3% | +30.4% | +25.3% |
| YTD | -1.0% | +3.1% | -4.1% | -3.3% |
| 1Y | -2.1% | +1.9% | -4.0% | -4.2% |
| 3Y | +44.6% | +41.9% | +2.7% | +20.7% |
| 5Y | +22.2% | +30.8% | -8.6% | +3.8% |
| 10Y | +364.7% | +141.9% | +222.8% | +170.0% |
| All | +973.2% | +1,904.9% | -931.7% | +85.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling