+42.8%
IFGL price history and return analytics
+345.0%
-302.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.1% | +4.6% | +3.9% |
| 7D | +4.3% | -4.2% | +8.4% | +7.9% |
| 30D | +6.9% | -5.8% | +12.7% | +12.2% |
| 3M | -4.7% | -5.2% | +0.5% | -0.6% |
| 6M | -5.6% | +0.1% | -5.7% | -6.2% |
| YTD | -2.9% | +8.2% | -11.1% | -9.6% |
| 1Y | +0.1% | +10.1% | -10.0% | -8.2% |
| 3Y | +24.6% | +69.7% | -45.1% | -21.7% |
| 5Y | -13.1% | +53.4% | -66.5% | -41.0% |
| 10Y | +18.6% | +219.2% | -200.6% | -59.3% |
| All | +42.8% | +345.0% | -302.1% | -63.4% |
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