+301.3%
IDGT vs VT
+357.6%
-56.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | +0.4% |
| 7D | -1.1% | +0.4% | -1.5% | -1.3% |
| 30D | -14.2% | -2.6% | -11.6% | -11.7% |
| 3M | -10.9% | -3.2% | -7.6% | -7.5% |
| 6M | -13.7% | +0.9% | -14.7% | -13.9% |
| YTD | +22.0% | +11.3% | +10.7% | +10.6% |
| 1Y | +16.9% | +14.0% | +2.9% | +3.6% |
| 3Y | +89.3% | +75.8% | +13.5% | +10.1% |
| 5Y | +37.8% | +57.8% | -20.0% | -10.1% |
| 10Y | +161.4% | +219.8% | -58.4% | -11.3% |
| All | +301.3% | +357.6% | -56.3% | -0.7% |
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