+28.9%
VCIT vs IAG
+365.5%
-336.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +7.2% | -7.3% | -0.3% |
| 7D | +0.1% | +21.4% | -21.3% | -0.5% |
| 30D | +1.9% | +4.0% | -2.1% | +1.7% |
| 3M | -1.4% | +17.0% | -18.5% | -2.0% |
| 6M | -2.1% | +1.4% | -3.5% | -2.4% |
| YTD | -1.6% | +13.8% | -15.4% | -2.5% |
| 1Y | -0.9% | +55.8% | -56.7% | -2.7% |
| 3Y | +20.0% | +647.4% | -627.4% | +11.0% |
| 5Y | +3.1% | +519.1% | -516.0% | -5.5% |
| All | +28.9% | +365.5% | -336.6% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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