-86.3%
IGC price history and return analytics
+57.4%
-143.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.6% | -2.6% | -2.2% |
| 7D | +5.3% | +0.4% | +4.9% | +5.0% |
| 30D | -28.6% | -2.6% | -26.0% | -26.9% |
| 3M | -23.1% | -3.2% | -19.8% | -20.8% |
| 6M | -35.5% | +0.9% | -36.4% | -36.1% |
| YTD | -28.6% | +11.3% | -39.9% | -35.1% |
| 1Y | -45.9% | +14.0% | -59.9% | -51.9% |
| 3Y | -33.3% | +75.8% | -109.2% | -62.0% |
| 5Y | -86.3% | +57.8% | -144.1% | -90.0% |
| All | -86.3% | +57.4% | -143.7% | -90.0% |
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