+2,969.5%
IGR price history and return analytics
+221.8%
+2,747.7%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.7% |
| 7D | -3.1% | +2.4% | -5.5% | -5.3% |
| 30D | +2.3% | -1.5% | +3.8% | +3.6% |
| 3M | -17.4% | -4.1% | -13.3% | -14.1% |
| 6M | -14.9% | +0.6% | -15.4% | -15.8% |
| YTD | +191.9% | +11.0% | +180.9% | +163.1% |
| 1Y | +188.3% | +13.3% | +175.0% | +154.8% |
| 3Y | +658.5% | +73.4% | +585.1% | +346.3% |
| 5Y | +563.9% | +57.4% | +506.5% | +326.9% |
| All | +2,969.5% | +221.8% | +2,747.7% | +917.4% |
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