+297.8%
VTI vs IAG
+427.6%
-129.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.8% |
| 7D | -0.9% | -1.1% | +0.2% | -0.8% |
| 30D | -1.4% | +12.1% | -13.6% | -2.2% |
| 3M | +3.6% | +25.5% | -21.9% | +2.0% |
| 6M | +13.6% | -7.1% | +20.7% | +13.4% |
| YTD | +12.9% | +22.9% | -9.9% | +10.7% |
| 1Y | +17.2% | +83.3% | -66.1% | +12.1% |
| 3Y | +75.7% | +808.5% | -732.8% | +51.7% |
| 5Y | +75.4% | +838.0% | -762.5% | +47.8% |
| All | +297.8% | +427.6% | -129.8% | +238.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling