+103.1%
IGM vs VT
+57.0%
+46.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.4% |
| 7D | +4.5% | +2.4% | +2.2% | +1.1% |
| 30D | -10.1% | -1.5% | -8.6% | -7.8% |
| 3M | -10.4% | -4.1% | -6.3% | -4.3% |
| 6M | -4.0% | +0.6% | -4.6% | -3.9% |
| YTD | +15.0% | +11.0% | +3.9% | -0.1% |
| 1Y | +16.5% | +13.3% | +3.2% | -1.7% |
| 3Y | +120.0% | +73.4% | +46.6% | +1.9% |
| All | +103.1% | +57.0% | +46.1% | +11.9% |
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