-63.6%
IART price history and return analytics
+217.6%
-281.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.6% |
| 7D | +6.6% | -0.1% | +6.7% | +7.0% |
| 30D | +8.1% | -3.1% | +11.2% | +11.8% |
| 3M | -14.9% | -3.5% | -11.4% | -11.8% |
| 6M | +4.4% | +0.5% | +3.9% | +4.1% |
| YTD | +17.0% | +10.8% | +6.2% | +6.3% |
| 1Y | +19.3% | +11.9% | +7.4% | +7.4% |
| 3Y | -59.8% | +73.0% | -132.8% | -75.8% |
| 5Y | -79.4% | +58.6% | -138.0% | -86.5% |
| 10Y | -63.6% | +219.2% | -282.8% | -87.1% |
| All | -63.6% | +217.6% | -281.3% | -87.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling