+399.8%
IRTC vs VT
+209.7%
+190.1%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.1% | +1.2% | +2.1% |
| 7D | +1.9% | -4.2% | +6.0% | +7.3% |
| 30D | +21.4% | -5.8% | +27.2% | +30.6% |
| 3M | +4.6% | -5.2% | +9.8% | +11.5% |
| 6M | +10.2% | +0.1% | +10.1% | +8.3% |
| YTD | -26.6% | +8.2% | -34.9% | -34.8% |
| 1Y | -27.9% | +10.1% | -38.0% | -37.2% |
| 3Y | +56.3% | +69.7% | -13.3% | -22.5% |
| 5Y | +24.0% | +53.4% | -29.3% | -28.2% |
| 10Y | +464.1% | +219.2% | +244.9% | +46.8% |
| All | +399.8% | +209.7% | +190.1% | +38.7% |
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