+103.8%
IGPT price history and return analytics
+65.7%
+38.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +0.2% |
| 7D | +0.5% | -1.1% | +1.7% | +2.2% |
| 30D | +3.0% | -1.0% | +4.0% | +4.6% |
| 3M | -1.2% | +3.2% | -4.3% | -4.8% |
| 6M | +52.4% | +12.5% | +40.0% | +31.4% |
| YTD | +61.0% | +14.1% | +46.9% | +36.5% |
| 1Y | +81.1% | +18.9% | +62.2% | +45.5% |
| 3Y | +182.2% | +74.1% | +108.1% | +39.5% |
| All | +103.8% | +65.7% | +38.1% | +11.7% |
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 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