+35.6%
VSH vs IAG
+797.8%
-762.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.8% |
| 7D | +6.2% | +4.3% | +2.0% | +5.6% |
| 30D | -11.1% | +9.8% | -20.9% | -12.4% |
| 3M | -44.9% | +28.9% | -73.8% | -46.9% |
| 6M | +90.0% | -7.6% | +97.5% | +87.6% |
| YTD | +118.8% | +22.0% | +96.8% | +110.8% |
| 1Y | +109.0% | +99.5% | +9.5% | +94.5% |
| 3Y | +35.6% | +818.3% | -782.6% | +7.0% |
| All | +35.6% | +797.8% | -762.1% | +7.0% |
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 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