+50.0%
VG vs IAG
+55.8%
-5.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +7.2% | -7.1% | +1.5% |
| 7D | -22.0% | +21.4% | -43.5% | -18.8% |
| 30D | -11.6% | +4.0% | -15.7% | -10.1% |
| 3M | -14.9% | +17.0% | -31.9% | -11.0% |
| 6M | -3.5% | +1.4% | -4.9% | +0.1% |
| YTD | +70.0% | +13.8% | +56.2% | +68.1% |
| 1Y | +50.0% | +55.8% | -5.8% | +21.4% |
| All | +50.0% | +55.8% | -5.8% | +21.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling