+201.4%
IGD price history and return analytics
+357.6%
-156.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.6% | -1.0% | -0.5% |
| 7D | +1.7% | +0.4% | +1.4% | +1.4% |
| 30D | +2.2% | -2.6% | +4.8% | +4.4% |
| 3M | -0.1% | -3.2% | +3.1% | +2.4% |
| 6M | +11.1% | +0.9% | +10.2% | +9.8% |
| YTD | +21.4% | +11.3% | +10.1% | +10.5% |
| 1Y | +25.2% | +14.0% | +11.2% | +11.7% |
| 3Y | +83.1% | +75.8% | +7.3% | +12.7% |
| 5Y | +73.4% | +57.8% | +15.5% | +15.4% |
| 10Y | +146.9% | +219.8% | -72.9% | -12.3% |
| All | +201.4% | +357.6% | -156.3% | -25.4% |
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 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