+21.5%
IG price history and return analytics
+154.1%
-132.6%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | +0.1% | +1.0% | -0.9% | 0.0% |
| 30D | -0.5% | -0.2% | -0.2% | -0.4% |
| 3M | -0.6% | +4.5% | -5.2% | -1.3% |
| 6M | -1.2% | +14.1% | -15.2% | -3.1% |
| YTD | -0.6% | +14.8% | -15.4% | -2.6% |
| 1Y | +0.3% | +21.2% | -20.9% | -2.5% |
| 3Y | +16.3% | +76.6% | -60.3% | +6.9% |
| 5Y | -2.9% | +66.6% | -69.5% | -10.7% |
| All | +21.5% | +154.1% | -132.6% | +5.1% |
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