+588.5%
IGR vs VT
+53.2%
+535.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.1% | +2.2% | +2.3% |
| 7D | +3.7% | -4.2% | +7.9% | +8.3% |
| 30D | +1.8% | -5.8% | +7.6% | +8.1% |
| 3M | -14.7% | -5.2% | -9.5% | -9.9% |
| 6M | -12.3% | +0.1% | -12.4% | -13.0% |
| YTD | +199.5% | +8.2% | +191.2% | +174.0% |
| 1Y | +193.3% | +10.1% | +183.2% | +163.7% |
| 3Y | +624.9% | +69.7% | +555.3% | +314.9% |
| 5Y | +588.5% | +53.4% | +535.1% | +334.9% |
| All | +588.5% | +53.2% | +535.3% | +334.9% |
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