-86.5%
IGC vs VT
+53.2%
-139.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.1% | -0.9% | -1.5% |
| 7D | -5.0% | -4.2% | -0.8% | -1.3% |
| 30D | -32.1% | -5.8% | -26.3% | -28.5% |
| 3M | -24.0% | -5.2% | -18.8% | -20.3% |
| 6M | -40.6% | +0.1% | -40.8% | -40.8% |
| YTD | -32.1% | +8.2% | -40.4% | -36.8% |
| 1Y | -51.3% | +10.1% | -61.4% | -55.3% |
| 3Y | -38.7% | +69.7% | -108.4% | -63.8% |
| 5Y | -86.5% | +53.4% | -139.9% | -89.8% |
| All | -86.5% | +53.2% | -139.7% | -89.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling