+358.4%
IAG price history and return analytics
+229.8%
+128.6%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | 0.0% | +0.1% |
| 7D | -1.1% | -1.1% | 0.0% | -0.2% |
| 30D | +12.1% | -1.0% | +13.1% | +13.2% |
| 3M | +25.5% | +3.2% | +22.4% | +23.0% |
| 6M | -7.1% | +12.5% | -19.6% | -13.9% |
| YTD | +22.9% | +14.1% | +8.8% | +13.0% |
| 1Y | +83.3% | +18.9% | +64.4% | +64.3% |
| 3Y | +808.5% | +74.1% | +734.4% | +532.9% |
| 5Y | +838.0% | +66.9% | +771.1% | +556.4% |
| All | +358.4% | +229.8% | +128.6% | +83.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling