+1,972.6%
NOW vs IGV
+736.7%
+1,235.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.2% | -0.2% |
| 7D | -3.0% | -5.2% | +2.2% | +4.0% |
| 30D | -26.0% | -10.0% | -16.1% | -14.1% |
| 3M | -13.1% | -0.5% | -12.6% | -11.0% |
| 6M | +14.5% | +12.6% | +1.9% | +1.8% |
| YTD | -33.4% | -6.4% | -27.0% | -23.6% |
| 1Y | -40.6% | -9.5% | -31.1% | -28.9% |
| 3Y | -16.3% | +41.7% | -58.0% | -43.8% |
| 5Y | -26.3% | +12.7% | -39.0% | -30.6% |
| 10Y | +512.7% | +354.1% | +158.7% | -11.6% |
| All | +1,972.6% | +736.7% | +1,235.9% | +64.3% |
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