+817.0%
IAG price history and return analytics
+65.7%
+751.3%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.8% | +3.0% |
| 7D | +1.7% | -0.1% | +1.8% | +1.9% |
| 30D | +11.4% | -0.7% | +12.1% | +12.6% |
| 3M | +33.0% | +4.0% | +29.0% | +27.6% |
| 6M | -6.0% | +12.3% | -18.3% | -16.5% |
| YTD | +24.6% | +14.0% | +10.5% | +9.1% |
| 1Y | +105.0% | +20.3% | +84.7% | +70.2% |
| 3Y | +837.9% | +75.4% | +762.5% | +420.8% |
| 5Y | +817.0% | +66.0% | +751.0% | +385.1% |
| All | +817.0% | +65.7% | +751.3% | +385.1% |
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 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