+987.1%
IGV price history and return analytics
+357.6%
+629.5%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | 0.0% |
| 7D | -0.4% | +0.4% | -0.8% | -0.8% |
| 30D | -9.9% | -2.6% | -7.4% | -7.5% |
| 3M | -1.2% | -3.2% | +2.0% | +2.2% |
| 6M | +11.3% | +0.9% | +10.4% | +10.3% |
| YTD | -4.0% | +11.3% | -15.3% | -13.9% |
| 1Y | -7.3% | +14.0% | -21.3% | -18.8% |
| 3Y | +42.8% | +75.8% | -33.1% | -17.3% |
| 5Y | +13.7% | +57.8% | -44.2% | -25.1% |
| 10Y | +354.8% | +219.8% | +135.0% | +61.6% |
| All | +987.1% | +357.6% | +629.5% | +181.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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