+40.3%
IDGT price history and return analytics
+57.0%
-16.8%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.8% |
| 7D | +4.8% | +2.4% | +2.4% | +2.0% |
| 30D | -5.4% | -1.5% | -3.9% | -3.4% |
| 3M | -14.4% | -4.1% | -10.3% | -9.7% |
| 6M | -11.6% | +0.6% | -12.1% | -11.5% |
| YTD | +24.2% | +11.0% | +13.1% | +11.2% |
| 1Y | +22.0% | +13.3% | +8.7% | +6.7% |
| 3Y | +91.3% | +73.4% | +17.9% | +2.9% |
| All | +40.3% | +57.0% | -16.8% | -13.9% |
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