+644.6%
VRT vs IGV
+40.9%
+603.7%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.8% | +5.5% | +5.4% |
| 7D | +13.6% | -3.3% | +16.9% | +16.9% |
| 30D | +6.8% | 0.0% | +6.8% | +5.5% |
| 3M | -3.2% | +7.3% | -10.6% | -11.9% |
| 6M | +20.3% | +16.7% | +3.6% | -4.6% |
| YTD | +79.6% | -2.8% | +82.4% | +82.4% |
| 1Y | +139.0% | -6.7% | +145.7% | +161.3% |
| 3Y | +644.6% | +41.1% | +603.5% | +354.7% |
| All | +644.6% | +40.9% | +603.7% | +354.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling