+453.9%
IAI vs VT
+222.7%
+231.2%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +0.7% | +0.4% | +0.2% | +0.2% |
| 30D | +3.4% | +1.0% | +2.5% | +2.4% |
| 3M | +7.0% | +2.4% | +4.6% | +4.1% |
| 6M | +14.1% | +12.0% | +2.1% | +0.4% |
| YTD | +10.3% | +15.3% | -5.1% | -6.0% |
| 1Y | +14.3% | +22.6% | -8.3% | -8.9% |
| 3Y | +114.2% | +74.7% | +39.6% | +16.2% |
| 5Y | +94.6% | +66.1% | +28.5% | +11.9% |
| All | +453.9% | +222.7% | +231.2% | +54.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling