+36.4%
IGM vs VT
+23.3%
+13.1%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +0.5% | +0.4% | 0.0% | -0.2% |
| 30D | -0.3% | +1.0% | -1.2% | -1.7% |
| 3M | -3.1% | +2.4% | -5.5% | -6.2% |
| 6M | +29.6% | +12.0% | +17.6% | +11.1% |
| YTD | +25.3% | +15.3% | +10.0% | +2.6% |
| 1Y | +36.4% | +22.6% | +13.9% | +3.3% |
| All | +36.4% | +23.3% | +13.1% | +3.3% |
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