+92.1%
IGM vs VT
+53.2%
+38.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -4.1% | -3.3% | -1.4% |
| 7D | -12.7% | -4.2% | -8.5% | -6.8% |
| 30D | -19.8% | -5.8% | -14.0% | -12.2% |
| 3M | -13.9% | -5.2% | -8.6% | -6.4% |
| 6M | -5.3% | +0.1% | -5.4% | -4.5% |
| YTD | +8.2% | +8.2% | 0.0% | -2.4% |
| 1Y | +6.3% | +10.1% | -3.8% | -6.4% |
| 3Y | +114.7% | +69.7% | +45.1% | +2.7% |
| 5Y | +92.1% | +53.4% | +38.8% | +9.9% |
| All | +92.1% | +53.2% | +38.9% | +9.9% |
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