+414.4%
IRTC vs VT
+222.8%
+191.6%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +1.7% | +4.3% | +3.9% |
| 7D | +8.1% | -0.3% | +8.4% | +8.6% |
| 30D | +22.8% | -1.4% | +24.3% | +25.1% |
| 3M | +5.4% | -1.4% | +6.8% | +7.1% |
| 6M | +12.4% | +5.5% | +7.0% | +3.7% |
| YTD | -24.5% | +12.8% | -37.3% | -36.2% |
| 1Y | -26.0% | +15.4% | -41.4% | -39.2% |
| 3Y | +60.9% | +76.9% | -16.0% | -24.1% |
| 5Y | +16.7% | +60.4% | -43.7% | -36.0% |
| 10Y | +480.6% | +232.8% | +247.8% | +43.8% |
| All | +414.4% | +222.8% | +191.6% | +35.8% |
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