+226.4%
IAK price history and return analytics
+221.8%
+4.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.7% |
| 7D | +3.0% | +2.4% | +0.7% | +1.0% |
| 30D | +7.8% | -1.5% | +9.3% | +8.9% |
| 3M | +5.7% | -4.1% | +9.8% | +9.1% |
| 6M | +18.5% | +0.6% | +17.9% | +16.6% |
| YTD | +15.0% | +11.0% | +3.9% | +3.0% |
| 1Y | +17.6% | +13.3% | +4.3% | +3.3% |
| 3Y | +69.3% | +73.4% | -4.1% | -1.7% |
| 5Y | +100.3% | +57.4% | +42.8% | +27.1% |
| All | +226.4% | +221.8% | +4.7% | +6.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling