+73.2%
IGLD vs VT
+53.2%
+20.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.1% | +4.9% | +1.8% |
| 7D | +0.7% | -4.2% | +4.8% | +1.7% |
| 30D | -2.6% | -5.8% | +3.2% | -1.1% |
| 3M | -5.7% | -5.2% | -0.5% | -4.5% |
| 6M | -11.6% | +0.1% | -11.7% | -11.4% |
| YTD | -8.4% | +8.2% | -16.7% | -9.5% |
| 1Y | -1.7% | +10.1% | -11.8% | -3.1% |
| 3Y | +66.6% | +69.7% | -3.0% | +54.6% |
| 5Y | +73.2% | +53.4% | +19.9% | +56.7% |
| All | +73.2% | +53.2% | +20.1% | +56.7% |
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 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