+647.0%
VRT vs IGV
+13.6%
+633.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.6% | +7.0% | +7.0% |
| 7D | -10.6% | -0.4% | -10.2% | -9.7% |
| 30D | -17.4% | -9.9% | -7.5% | -7.9% |
| 3M | -26.4% | -1.2% | -25.2% | -26.8% |
| 6M | -41.0% | +11.3% | -52.3% | -50.1% |
| YTD | +23.8% | -4.0% | +27.8% | +20.2% |
| 1Y | +11.6% | -7.3% | +18.9% | +14.2% |
| 3Y | +403.5% | +42.8% | +360.7% | +228.0% |
| 5Y | +647.0% | +13.7% | +633.4% | +467.0% |
| All | +647.0% | +13.6% | +633.5% | +467.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling