+1,639.0%
IGPT vs VT
+374.2%
+1,264.8%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.7% | +2.7% |
| 7D | +4.0% | +0.4% | +3.5% | +3.5% |
| 30D | +3.3% | +1.0% | +2.3% | +2.4% |
| 3M | -5.3% | +2.4% | -7.7% | -6.4% |
| 6M | +51.6% | +12.0% | +39.6% | +38.6% |
| YTD | +60.1% | +15.3% | +44.8% | +42.8% |
| 1Y | +86.1% | +22.6% | +63.5% | +57.5% |
| 3Y | +177.2% | +74.7% | +102.6% | +74.7% |
| 5Y | +95.2% | +66.1% | +29.0% | +30.5% |
| 10Y | +536.0% | +225.0% | +311.0% | +151.3% |
| All | +1,639.0% | +374.2% | +1,264.8% | +399.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling