+242.6%
IAT price history and return analytics
+355.4%
-112.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.3% |
| 7D | +0.5% | -0.1% | +0.7% | +0.6% |
| 30D | +6.4% | -3.1% | +9.4% | +10.0% |
| 3M | -5.1% | -3.5% | -1.6% | -1.3% |
| 6M | +6.7% | +0.5% | +6.3% | +5.2% |
| YTD | +11.8% | +10.8% | +1.0% | -2.0% |
| 1Y | +23.2% | +11.9% | +11.3% | +6.7% |
| 3Y | +98.8% | +73.0% | +25.8% | +4.0% |
| 5Y | +9.0% | +58.6% | -49.6% | -36.2% |
| 10Y | +98.6% | +219.2% | -120.6% | -45.4% |
| All | +242.6% | +355.4% | -112.8% | -19.5% |
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