+425.2%
IYG price history and return analytics
+364.8%
+60.4%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +0.5% |
| 7D | -2.7% | -2.0% | -0.7% | -0.3% |
| 30D | -1.4% | -1.4% | 0.0% | +0.3% |
| 3M | +9.2% | +4.7% | +4.4% | +2.8% |
| 6M | +15.3% | +11.4% | +3.9% | +0.1% |
| YTD | +4.6% | +13.1% | -8.4% | -10.9% |
| 1Y | +9.5% | +19.0% | -9.5% | -12.6% |
| 3Y | +86.3% | +73.9% | +12.3% | -7.6% |
| 5Y | +65.8% | +65.4% | +0.4% | -12.2% |
| 10Y | +279.3% | +225.4% | +53.9% | -12.3% |
| All | +425.2% | +364.8% | +60.4% | +4.1% |
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