+2,771.1%
NOW vs IGV
+784.8%
+1,986.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.2% | -0.7% | -0.1% |
| 7D | -2.4% | -4.5% | +2.1% | +3.8% |
| 30D | +20.5% | +3.2% | +17.3% | +15.9% |
| 3M | +18.3% | +4.5% | +13.8% | +12.7% |
| 6M | +24.1% | +22.1% | +2.0% | -0.4% |
| YTD | -7.8% | -1.0% | -6.7% | -3.0% |
| 1Y | -21.4% | -2.1% | -19.3% | -16.5% |
| 3Y | +19.5% | +44.6% | -25.0% | -22.9% |
| 5Y | +4.1% | +22.2% | -18.1% | -12.9% |
| 10Y | +826.4% | +364.7% | +461.7% | +28.7% |
| All | +2,771.1% | +784.8% | +1,986.3% | +108.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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