+715.7%
IAG price history and return analytics
+69.7%
+646.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.2% | +7.0% | +6.8% |
| 7D | +21.4% | -2.3% | +23.7% | +25.9% |
| 30D | +4.0% | -5.0% | +9.0% | +13.3% |
| 3M | +17.0% | -4.9% | +21.9% | +27.9% |
| 6M | +1.4% | -1.5% | +2.9% | +6.4% |
| YTD | +13.8% | +8.5% | +5.3% | +5.5% |
| 1Y | +55.8% | +11.4% | +44.4% | +40.3% |
| All | +715.7% | +69.7% | +646.0% | +242.1% |
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