-62.9%
IART price history and return analytics
+224.4%
-287.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.5% | +0.5% |
| 7D | -0.3% | -0.7% | +0.4% | +0.5% |
| 30D | +5.7% | -1.7% | +7.4% | +7.7% |
| 3M | -15.0% | -2.3% | -12.7% | -13.0% |
| 6M | +5.7% | +1.5% | +4.2% | +4.3% |
| YTD | +18.9% | +12.0% | +6.9% | +6.8% |
| 1Y | +19.8% | +12.9% | +6.9% | +6.9% |
| 3Y | -59.2% | +74.9% | -134.1% | -75.7% |
| 5Y | -78.2% | +59.9% | -138.2% | -85.9% |
| 10Y | -62.9% | +224.6% | -287.5% | -87.0% |
| All | -62.9% | +224.4% | -287.3% | -87.0% |
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 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