+590.0%
IGR price history and return analytics
+57.5%
+532.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.7% |
| 7D | +2.5% | -0.1% | +2.6% | +2.5% |
| 30D | +4.2% | -3.1% | +7.2% | +7.4% |
| 3M | -13.6% | -3.5% | -10.1% | -10.5% |
| 6M | -13.2% | +0.5% | -13.6% | -14.1% |
| YTD | +202.1% | +10.8% | +191.3% | +169.8% |
| 1Y | +196.5% | +11.9% | +184.6% | +162.1% |
| 3Y | +674.0% | +73.0% | +601.0% | +333.9% |
| 5Y | +590.0% | +58.6% | +531.4% | +320.7% |
| All | +590.0% | +57.5% | +532.5% | +320.7% |
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