+607.0%
IAI price history and return analytics
+356.5%
+250.5%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.6% |
| 7D | +3.0% | +2.4% | +0.6% | +0.2% |
| 30D | +4.7% | -1.5% | +6.2% | +6.5% |
| 3M | -4.4% | -4.1% | -0.3% | +0.3% |
| 6M | +3.1% | +0.6% | +2.5% | +2.2% |
| YTD | +3.1% | +11.0% | -8.0% | -9.1% |
| 1Y | +5.9% | +13.3% | -7.5% | -8.8% |
| 3Y | +103.8% | +73.4% | +30.4% | +7.6% |
| 5Y | +74.9% | +57.4% | +17.4% | +3.1% |
| 10Y | +365.3% | +221.7% | +143.6% | +18.8% |
| All | +607.0% | +356.5% | +250.5% | +46.9% |
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