+987.0%
IGV price history and return analytics
+357.8%
+629.2%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.2% |
| 7D | +2.5% | +2.9% | -0.4% | -0.4% |
| 30D | -8.6% | -2.5% | -6.1% | -6.1% |
| 3M | -1.6% | -3.3% | +1.7% | +1.9% |
| 6M | +13.4% | +1.5% | +11.9% | +11.8% |
| YTD | -4.0% | +11.4% | -15.4% | -13.9% |
| 1Y | -7.6% | +11.9% | -19.5% | -17.6% |
| 3Y | +39.3% | +73.9% | -34.6% | -18.4% |
| 5Y | +14.5% | +57.9% | -43.4% | -24.6% |
| 10Y | +358.7% | +222.6% | +136.1% | +61.8% |
| All | +987.0% | +357.8% | +629.2% | +181.8% |
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