+142.9%
IGD price history and return analytics
+217.6%
-74.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.3% |
| 7D | +1.1% | -0.1% | +1.3% | +1.2% |
| 30D | +1.6% | -3.1% | +4.6% | +3.9% |
| 3M | -1.6% | -3.5% | +1.9% | +0.8% |
| 6M | +10.4% | +0.5% | +9.9% | +9.6% |
| YTD | +20.6% | +10.8% | +9.8% | +11.2% |
| 1Y | +23.6% | +11.9% | +11.7% | +13.1% |
| 3Y | +79.0% | +73.0% | +6.0% | +16.8% |
| 5Y | +71.7% | +58.6% | +13.1% | +19.1% |
| 10Y | +142.9% | +219.2% | -76.3% | -10.3% |
| All | +142.9% | +217.6% | -74.8% | -10.3% |
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