+1.2%
VTEB vs IAG
+820.9%
-819.7%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | +0.3% |
| 7D | -0.9% | -1.1% | +0.2% | -0.9% |
| 30D | -2.5% | +12.1% | -14.6% | -2.7% |
| 3M | -3.0% | +25.5% | -28.5% | -3.3% |
| 6M | -2.1% | -7.1% | +5.0% | -2.2% |
| YTD | -1.5% | +22.9% | -24.4% | -1.9% |
| 1Y | +0.2% | +83.3% | -83.2% | -0.8% |
| 3Y | +8.6% | +808.5% | -800.0% | +4.6% |
| All | +1.2% | +820.9% | -819.7% | -3.1% |
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