+91.5%
IAI price history and return analytics
+63.7%
+27.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.1% |
| 7D | -4.2% | -2.0% | -2.2% | -2.1% |
| 30D | +1.0% | -1.4% | +2.4% | +2.5% |
| 3M | +6.4% | +4.7% | +1.7% | +1.2% |
| 6M | +14.6% | +11.4% | +3.2% | +1.8% |
| YTD | +6.5% | +13.1% | -6.5% | -6.8% |
| 1Y | +9.4% | +19.0% | -9.6% | -9.4% |
| 3Y | +109.3% | +73.9% | +35.3% | +16.8% |
| 5Y | +91.5% | +65.4% | +26.1% | +14.7% |
| All | +91.5% | +63.7% | +27.8% | +14.7% |
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 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