+945.1%
IGV vs WTW
+1,036.3%
-91.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.6% | +2.8% | +0.6% |
| 7D | -1.5% | -7.1% | +5.6% | +1.3% |
| 30D | -3.0% | -8.5% | +5.5% | +0.3% |
| 3M | +9.6% | +20.6% | -11.0% | +1.4% |
| 6M | +16.1% | +7.2% | +8.9% | +12.0% |
| YTD | -3.6% | -3.9% | +0.2% | -3.8% |
| 1Y | -7.8% | -3.6% | -4.3% | -8.4% |
| 3Y | +40.0% | +60.7% | -20.7% | +11.2% |
| 5Y | +21.2% | +42.2% | -20.9% | +1.1% |
| 10Y | +364.4% | +195.5% | +168.9% | +185.7% |
| All | +945.1% | +1,036.3% | -91.2% | +401.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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