-0.5%
ITRI vs VT
+374.2%
-374.7%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -0.5% | +0.4% | -1.0% | -1.0% |
| 30D | -8.1% | +1.0% | -9.1% | -9.1% |
| 3M | +19.7% | +2.4% | +17.3% | +16.4% |
| 6M | +5.1% | +12.0% | -6.9% | -7.6% |
| YTD | +4.5% | +15.3% | -10.9% | -11.1% |
| 1Y | -19.9% | +22.6% | -42.5% | -36.2% |
| 3Y | +41.6% | +74.7% | -33.0% | -23.8% |
| 5Y | +18.6% | +66.1% | -47.6% | -30.7% |
| 10Y | +81.7% | +225.0% | -143.3% | -44.3% |
| All | -0.5% | +374.2% | -374.7% | -81.0% |
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