+18.9%
IFGL price history and return analytics
+223.7%
-204.8%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | -0.1% |
| 7D | +2.8% | +0.4% | +2.5% | +2.5% |
| 30D | +6.3% | -2.6% | +8.8% | +8.1% |
| 3M | -5.0% | -3.2% | -1.8% | -3.0% |
| 6M | -6.6% | +0.9% | -7.5% | -7.5% |
| YTD | -3.1% | +11.3% | -14.4% | -10.5% |
| 1Y | -0.8% | +14.0% | -14.8% | -9.9% |
| 3Y | +28.9% | +75.8% | -46.9% | -14.7% |
| 5Y | -13.2% | +57.8% | -71.0% | -38.4% |
| 10Y | +18.9% | +219.8% | -200.9% | -51.7% |
| All | +18.9% | +223.7% | -204.8% | -51.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling