+73.4%
IGD price history and return analytics
+57.4%
+16.0%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | 0.0% |
| 7D | +1.7% | +0.4% | +1.4% | +1.5% |
| 30D | +2.2% | -2.6% | +4.8% | +3.9% |
| 3M | -0.1% | -3.2% | +3.1% | +1.9% |
| 6M | +11.1% | +0.9% | +10.2% | +10.1% |
| YTD | +21.4% | +11.3% | +10.1% | +12.9% |
| 1Y | +25.2% | +14.0% | +11.2% | +14.7% |
| 3Y | +83.1% | +75.8% | +7.3% | +25.6% |
| 5Y | +73.4% | +57.8% | +15.5% | +28.4% |
| All | +73.4% | +57.4% | +16.0% | +28.4% |
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 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