-63.0%
IART vs VT
+69.4%
-132.3%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -4.1% | -0.6% | +0.9% |
| 7D | +10.1% | -4.2% | +14.2% | +16.8% |
| 30D | +6.0% | -5.8% | +11.8% | +15.1% |
| 3M | -20.1% | -5.2% | -14.9% | -14.3% |
| 6M | +6.8% | +0.1% | +6.7% | +6.3% |
| YTD | +13.7% | +8.2% | +5.5% | +2.5% |
| 1Y | +23.9% | +10.1% | +13.7% | +9.1% |
| All | -63.0% | +69.4% | -132.3% | -82.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling