+29.9%
IAGG price history and return analytics
+232.5%
-202.6%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | -0.3% |
| 7D | +0.4% | -0.1% | +0.6% | +0.4% |
| 30D | +1.3% | -3.1% | +4.3% | +1.4% |
| 3M | +0.4% | -3.5% | +3.9% | +0.5% |
| 6M | +0.7% | +0.5% | +0.3% | +0.7% |
| YTD | +1.7% | +10.8% | -9.1% | +1.4% |
| 1Y | +1.4% | +11.9% | -10.5% | +1.1% |
| 3Y | +14.8% | +73.0% | -58.2% | +13.6% |
| 5Y | +6.1% | +58.6% | -52.5% | +4.8% |
| 10Y | +24.4% | +219.2% | -194.8% | +23.8% |
| All | +29.9% | +232.5% | -202.6% | +28.9% |
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