+226.4%
IAG price history and return analytics
+360.7%
-134.3%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.6% | -3.4% |
| 7D | +3.4% | -0.7% | +4.1% | +4.0% |
| 30D | -2.7% | -1.7% | -0.9% | -1.0% |
| 3M | -0.5% | -2.3% | +1.8% | +2.0% |
| 6M | -4.8% | +1.5% | -6.4% | -4.6% |
| YTD | +9.6% | +12.0% | -2.5% | +2.4% |
| 1Y | +32.2% | +12.9% | +19.3% | +23.1% |
| 3Y | +692.5% | +74.9% | +617.6% | +432.8% |
| 5Y | +447.6% | +59.9% | +387.7% | +293.8% |
| 10Y | +403.3% | +224.6% | +178.7% | +102.1% |
| All | +226.4% | +360.7% | -134.3% | -21.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling