+818.3%
IAG price history and return analytics
+76.6%
+741.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.0% |
| 7D | +4.3% | +1.0% | +3.2% | +2.7% |
| 30D | +9.8% | -0.2% | +10.0% | +10.4% |
| 3M | +28.9% | +4.5% | +24.4% | +21.6% |
| 6M | -7.6% | +14.1% | -21.6% | -21.3% |
| YTD | +22.0% | +14.8% | +7.2% | +3.6% |
| 1Y | +99.5% | +21.2% | +78.3% | +59.6% |
| 3Y | +818.3% | +76.6% | +741.7% | +382.3% |
| All | +818.3% | +76.6% | +741.7% | +382.3% |
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