+3,492.5%
IGR price history and return analytics
+226.9%
+3,265.6%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.4% |
| 7D | +178.0% | -2.0% | +180.0% | +181.1% |
| 30D | +181.0% | -1.4% | +182.4% | +182.5% |
| 3M | +207.4% | +4.7% | +202.7% | +191.6% |
| 6M | +238.3% | +11.4% | +226.9% | +203.0% |
| YTD | +290.4% | +13.1% | +277.3% | +244.2% |
| 1Y | +294.5% | +19.0% | +275.4% | +231.1% |
| 3Y | +825.5% | +73.9% | +751.6% | +441.4% |
| 5Y | +840.0% | +65.4% | +774.7% | +474.8% |
| All | +3,492.5% | +226.9% | +3,265.6% | +1,097.4% |
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 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