+372.4%
IRTC vs VT
+230.0%
+142.4%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +2.3% | +0.4% | +1.9% | +1.7% |
| 30D | -1.1% | +1.0% | -2.1% | -2.4% |
| 3M | +14.6% | +2.4% | +12.3% | +10.3% |
| 6M | -3.8% | +12.0% | -15.8% | -17.6% |
| YTD | -30.6% | +15.3% | -46.0% | -42.9% |
| 1Y | -32.4% | +22.6% | -55.0% | -48.6% |
| 3Y | +20.2% | +74.7% | -54.5% | -42.2% |
| 5Y | +159.9% | +66.1% | +93.7% | +37.2% |
| All | +372.4% | +230.0% | +142.4% | +21.4% |
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