+7.1%
VG vs IAG
+104.4%
-97.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | -0.7% |
| 7D | +1.7% | -0.5% | +2.2% | +1.7% |
| 30D | +16.0% | +28.9% | -12.9% | +20.3% |
| 3M | +9.7% | +19.1% | -9.4% | +13.7% |
| 6M | +29.6% | -10.3% | +39.8% | +37.5% |
| YTD | +112.0% | +24.2% | +87.8% | +109.5% |
| All | +7.1% | +104.4% | -97.3% | -7.6% |
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