+122.1%
VGT vs IAG
+796.9%
-674.8%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.1% | -0.8% |
| 7D | -1.0% | -4.1% | +3.0% | -0.6% |
| 30D | -0.4% | +10.6% | -11.1% | -1.7% |
| 3M | +6.6% | +35.4% | -28.8% | +2.6% |
| 6M | +31.0% | -9.5% | +40.6% | +30.6% |
| YTD | +27.2% | +21.8% | +5.4% | +22.9% |
| 1Y | +34.5% | +84.1% | -49.7% | +24.6% |
| All | +122.1% | +796.9% | -674.8% | +83.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling