+79.4%
VTV vs IAG
+813.2%
-733.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | -0.6% |
| 7D | -2.1% | -4.1% | +2.0% | -1.8% |
| 30D | -1.3% | +10.6% | -12.0% | -2.0% |
| 3M | +5.6% | +35.4% | -29.7% | +3.4% |
| 6M | +12.4% | -9.5% | +21.9% | +12.4% |
| YTD | +17.6% | +21.8% | -4.2% | +15.1% |
| 1Y | +23.5% | +84.1% | -60.6% | +17.4% |
| 3Y | +67.0% | +817.4% | -750.3% | +39.7% |
| All | +79.4% | +813.2% | -733.8% | +44.7% |
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