+105.0%
IAG vs VO
+13.6%
+91.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +3.0% | +3.9% |
| 7D | +1.7% | -0.6% | +2.3% | +3.0% |
| 30D | +11.4% | -1.9% | +13.4% | +16.1% |
| 3M | +33.0% | +3.3% | +29.8% | +25.0% |
| 6M | -6.0% | +9.7% | -15.7% | -19.8% |
| YTD | +24.6% | +12.6% | +12.0% | +1.8% |
| 1Y | +105.0% | +13.6% | +91.3% | +63.0% |
| All | +105.0% | +13.6% | +91.4% | +63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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