+22.2%
IGV vs WWD
+192.7%
-170.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.2% | -1.2% |
| 7D | -3.3% | +0.8% | -4.1% | -3.5% |
| 30D | 0.0% | -6.4% | +6.4% | +1.9% |
| 3M | +7.3% | -5.6% | +13.0% | +8.0% |
| 6M | +16.7% | -9.1% | +25.8% | +17.7% |
| YTD | -2.8% | +12.5% | -15.4% | -10.7% |
| 1Y | -6.7% | +41.3% | -48.0% | -22.7% |
| 3Y | +41.1% | +170.2% | -129.1% | -14.7% |
| All | +22.2% | +192.7% | -170.5% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 5y: compounded portfolio wealth divided by compounded WWD 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…
5y analysis · Full analysis span regression · 6 months rolling