+11,895.8%
IGR price history and return analytics
+355.4%
+11,540.3%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +171.3% |
| 1Y | +196.5% | +11.9% | +184.6% | +163.4% |
| 3Y | +674.0% | +73.0% | +601.0% | +337.9% |
| 5Y | +590.0% | +58.6% | +531.4% | +327.4% |
| 10Y | +3,002.2% | +219.2% | +2,783.0% | +812.5% |
| All | +11,895.8% | +355.4% | +11,540.3% | +2,495.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling