+292.1%
IGA price history and return analytics
+356.5%
-64.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.8% |
| 7D | +1.6% | +2.4% | -0.8% | -0.2% |
| 30D | +2.3% | -1.5% | +3.8% | +3.3% |
| 3M | +0.8% | -4.1% | +5.0% | +4.0% |
| 6M | +11.1% | +0.6% | +10.5% | +10.1% |
| YTD | +13.9% | +11.0% | +2.9% | +4.4% |
| 1Y | +17.6% | +13.3% | +4.3% | +6.0% |
| 3Y | +70.8% | +73.4% | -2.6% | +9.8% |
| 5Y | +63.2% | +57.4% | +5.8% | +11.9% |
| 10Y | +168.6% | +221.7% | -53.1% | +3.4% |
| All | +292.1% | +356.5% | -64.4% | +9.8% |
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 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