+238.8%
IAG price history and return analytics
+346.0%
-107.2%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +0.2% | +7.0% | +7.0% |
| 7D | +21.4% | -2.3% | +23.7% | +23.8% |
| 30D | +4.0% | -5.0% | +9.0% | +8.8% |
| 3M | +17.0% | -4.9% | +21.9% | +22.6% |
| 6M | +1.4% | -1.5% | +2.9% | +4.2% |
| YTD | +13.8% | +8.5% | +5.3% | +9.1% |
| 1Y | +55.8% | +11.4% | +44.4% | +46.9% |
| 3Y | +647.4% | +70.1% | +577.3% | +414.2% |
| 5Y | +519.1% | +53.7% | +465.4% | +359.4% |
| 10Y | +345.6% | +220.0% | +125.6% | +80.9% |
| All | +238.8% | +346.0% | -107.2% | -16.6% |
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