+1,732.0%
IGM price history and return analytics
+355.4%
+1,376.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.2% |
| 7D | -2.5% | -0.1% | -2.3% | -2.2% |
| 30D | -14.7% | -3.1% | -11.7% | -11.8% |
| 3M | -9.9% | -3.5% | -6.4% | -6.3% |
| 6M | -4.9% | +0.5% | -5.4% | -4.5% |
| YTD | +13.7% | +10.8% | +2.9% | +3.9% |
| 1Y | +11.3% | +11.9% | -0.6% | +0.8% |
| 3Y | +116.9% | +73.0% | +43.9% | +31.3% |
| 5Y | +105.1% | +58.6% | +46.5% | +38.1% |
| 10Y | +659.7% | +219.2% | +440.5% | +186.5% |
| All | +1,732.0% | +355.4% | +1,376.5% | +410.4% |
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