+96.8%
IAF price history and return analytics
+346.0%
-249.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | -0.1% |
| 7D | -0.6% | -2.3% | +1.7% | +1.7% |
| 30D | -0.1% | -5.0% | +4.9% | +5.0% |
| 3M | -3.4% | -4.9% | +1.5% | +1.4% |
| 6M | -0.6% | -1.5% | +0.9% | +0.5% |
| YTD | +4.2% | +8.5% | -4.3% | -4.6% |
| 1Y | +4.1% | +11.4% | -7.3% | -7.2% |
| 3Y | +52.1% | +70.1% | -18.0% | -12.6% |
| 5Y | +16.1% | +53.7% | -37.6% | -26.2% |
| 10Y | +128.4% | +220.0% | -91.6% | -35.0% |
| All | +96.8% | +346.0% | -249.3% | -60.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling