+1,094.9%
VTI vs IAG
+368.9%
+726.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.4% |
| 7D | +0.6% | +4.3% | -3.6% | +0.4% |
| 30D | -1.1% | +9.8% | -10.9% | -1.8% |
| 3M | +3.9% | +28.9% | -25.0% | +1.8% |
| 6M | +14.6% | -7.6% | +22.2% | +14.5% |
| YTD | +13.3% | +22.0% | -8.6% | +10.7% |
| 1Y | +19.2% | +99.5% | -80.3% | +12.2% |
| 3Y | +77.4% | +818.3% | -740.9% | +47.8% |
| 5Y | +74.0% | +785.9% | -711.9% | +41.7% |
| 10Y | +294.6% | +381.1% | -86.5% | +217.6% |
| All | +1,094.9% | +368.9% | +726.0% | +748.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling