+59.4%
IAG vs VLTO
+18.3%
+41.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +0.6% | +9.6% | +10.2% |
| 7D | +1.1% | +13.8% | -12.7% | +1.7% |
| 30D | -5.3% | +21.2% | -26.4% | -5.2% |
| 3M | +18.0% | +21.5% | -3.4% | +18.1% |
| 6M | +7.1% | +33.0% | -25.9% | +7.0% |
| YTD | +5.9% | +17.8% | -11.8% | +5.4% |
| 1Y | +59.4% | +18.1% | +41.3% | +59.6% |
| All | +59.4% | +18.3% | +41.1% | +59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling