+58.5%
IGRO vs VT
+60.6%
-2.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.7% | +1.2% | +1.6% |
| 7D | +3.3% | -0.3% | +3.6% | +3.5% |
| 30D | +6.8% | -1.4% | +8.2% | +7.9% |
| 3M | +3.2% | -1.4% | +4.6% | +4.2% |
| 6M | +11.3% | +5.5% | +5.8% | +6.8% |
| YTD | +16.8% | +12.8% | +4.0% | +6.8% |
| 1Y | +22.9% | +15.4% | +7.5% | +10.5% |
| 3Y | +71.3% | +76.9% | -5.6% | +12.0% |
| 5Y | +58.5% | +60.4% | -1.9% | +8.8% |
| All | +58.5% | +60.6% | -2.1% | +8.8% |
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