+17.1%
IYT vs VT
+20.4%
-3.3%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.0% |
| 7D | -1.9% | -0.1% | -1.8% | -1.8% |
| 30D | -6.0% | -0.7% | -5.3% | -5.4% |
| 3M | -4.7% | +4.0% | -8.7% | -8.1% |
| 6M | +7.0% | +12.3% | -5.3% | -4.6% |
| YTD | +10.3% | +14.0% | -3.8% | -3.4% |
| 1Y | +17.1% | +20.3% | -3.2% | -3.5% |
| All | +17.1% | +20.4% | -3.3% | -3.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling