+484.2%
IAG price history and return analytics
+57.5%
+426.7%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.2% | -6.0% |
| 7D | +16.8% | -0.1% | +17.0% | +17.1% |
| 30D | -1.5% | -3.1% | +1.6% | +3.0% |
| 3M | +0.5% | -3.5% | +4.0% | +6.0% |
| 6M | -1.0% | +0.5% | -1.4% | +0.5% |
| YTD | +12.3% | +10.8% | +1.5% | +2.6% |
| 1Y | +39.2% | +11.9% | +27.4% | +26.1% |
| 3Y | +712.3% | +73.0% | +639.3% | +359.5% |
| 5Y | +484.2% | +58.6% | +425.6% | +223.0% |
| All | +484.2% | +57.5% | +426.7% | +223.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling