+97.7%
IAK vs VT
+53.2%
+44.5%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.1% | +3.1% | +1.3% |
| 7D | +2.1% | -4.2% | +6.3% | +4.6% |
| 30D | +9.6% | -5.8% | +15.4% | +13.2% |
| 3M | +2.7% | -5.2% | +8.0% | +5.7% |
| 6M | +16.2% | +0.1% | +16.1% | +15.0% |
| YTD | +13.8% | +8.2% | +5.6% | +6.8% |
| 1Y | +21.3% | +10.1% | +11.2% | +12.4% |
| 3Y | +68.0% | +69.7% | -1.6% | +13.4% |
| 5Y | +97.7% | +53.4% | +44.3% | +44.9% |
| All | +97.7% | +53.2% | +44.5% | +44.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling