+87.1%
VTRS vs IAG
+804.5%
-717.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | +0.7% |
| 7D | -2.2% | -1.1% | -1.1% | -2.1% |
| 30D | +3.3% | +12.1% | -8.8% | +2.6% |
| 3M | +2.0% | +25.5% | -23.5% | +0.4% |
| 6M | +19.9% | -7.1% | +27.0% | +19.6% |
| YTD | +35.7% | +22.9% | +12.9% | +33.6% |
| 1Y | +68.1% | +83.3% | -15.3% | +62.3% |
| 3Y | +87.1% | +808.5% | -721.4% | +67.4% |
| All | +87.1% | +804.5% | -717.4% | +67.4% |
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