+3.5%
VCIT vs IAG
+515.1%
-511.6%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.8% |
| 3Y | +20.0% | +647.4% | -627.4% | +10.1% |
| All | +3.5% | +515.1% | -511.6% | -8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling