+251.9%
IGIC price history and return analytics
+154.7%
+97.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | +0.1% |
| 7D | -2.8% | -2.0% | -0.8% | -1.9% |
| 30D | -1.7% | -1.4% | -0.3% | -1.0% |
| 3M | +3.4% | +4.7% | -1.3% | +0.9% |
| 6M | +13.6% | +11.4% | +2.2% | +7.4% |
| YTD | +9.7% | +13.1% | -3.4% | +2.8% |
| 1Y | +14.2% | +19.0% | -4.8% | +4.3% |
| 3Y | +180.9% | +73.9% | +107.0% | +115.4% |
| 5Y | +259.8% | +65.4% | +194.5% | +181.5% |
| All | +251.9% | +154.7% | +97.2% | +99.7% |
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