+24,625.1%
WDC vs IGV
+970.9%
+23,654.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.2% | +8.1% | +7.9% |
| 7D | +1.7% | -4.5% | +6.2% | +5.7% |
| 30D | -10.0% | +3.2% | -13.2% | -13.8% |
| 3M | -18.8% | +4.5% | -23.3% | -24.2% |
| 6M | +79.0% | +22.1% | +56.9% | +39.3% |
| YTD | +171.6% | -1.0% | +172.6% | +154.1% |
| 1Y | +417.4% | -2.1% | +419.5% | +392.2% |
| 3Y | +1,251.8% | +44.6% | +1,207.2% | +777.5% |
| 5Y | +911.7% | +22.2% | +889.5% | +639.2% |
| 10Y | +1,399.6% | +364.7% | +1,034.9% | +179.7% |
| All | +24,625.1% | +970.9% | +23,654.2% | +1,692.3% |
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