+115.8%
IAE price history and return analytics
+74.2%
+41.6%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +1.0% | +0.9% |
| 7D | +0.8% | -0.1% | +0.9% | +0.9% |
| 30D | +4.3% | -0.7% | +5.0% | +4.9% |
| 3M | +5.8% | +4.0% | +1.8% | +2.5% |
| 6M | +27.9% | +12.3% | +15.6% | +16.5% |
| YTD | +30.9% | +14.0% | +16.8% | +17.8% |
| 1Y | +37.2% | +20.3% | +16.9% | +18.8% |
| All | +115.8% | +74.2% | +41.6% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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