+2,999.7%
IGR price history and return analytics
+222.7%
+2,777.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.0% |
| 7D | -1.6% | +2.9% | -4.5% | -4.3% |
| 30D | +1.4% | -2.5% | +3.9% | +3.7% |
| 3M | -15.9% | -3.3% | -12.6% | -13.2% |
| 6M | -14.2% | +1.5% | -15.7% | -15.9% |
| YTD | +194.8% | +11.4% | +183.4% | +165.0% |
| 1Y | +188.1% | +11.9% | +176.2% | +157.6% |
| 3Y | +655.3% | +73.9% | +581.4% | +343.2% |
| 5Y | +570.5% | +57.9% | +512.6% | +329.8% |
| All | +2,999.7% | +222.7% | +2,777.0% | +924.5% |
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