-79.5%
IART vs VT
+59.7%
-139.2%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +1.7% | +7.0% | +6.7% |
| 7D | +21.1% | -0.3% | +21.4% | +21.6% |
| 30D | +11.5% | -1.4% | +12.9% | +13.4% |
| 3M | -17.2% | -1.4% | -15.8% | -16.1% |
| 6M | +39.2% | +5.5% | +33.7% | +30.9% |
| YTD | +19.3% | +12.8% | +6.5% | +4.2% |
| 1Y | +31.2% | +15.4% | +15.7% | +11.7% |
| 3Y | -61.8% | +76.9% | -138.6% | -78.9% |
| All | -79.5% | +59.7% | -139.2% | -87.5% |
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 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