-3.1%
IGLB vs VT
+10.7%
-13.8%
-9.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | +1.1% |
| 7D | +0.3% | -4.2% | +4.5% | +1.4% |
| 30D | +3.5% | -5.8% | +9.3% | +5.2% |
| 3M | -2.0% | -5.2% | +3.3% | -0.6% |
| 6M | -3.2% | +0.1% | -3.3% | -3.5% |
| YTD | -3.1% | +8.2% | -11.4% | -5.9% |
| 1Y | -3.1% | +10.1% | -13.2% | -6.2% |
| All | -3.1% | +10.7% | -13.8% | -6.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling