-63.7%
IART price history and return analytics
+222.7%
-286.4%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.2% |
| 7D | +1.6% | +2.9% | -1.3% | -1.2% |
| 30D | +3.6% | -2.5% | +6.1% | +6.5% |
| 3M | -17.4% | -3.3% | -14.1% | -14.6% |
| 6M | +4.2% | +1.5% | +2.7% | +2.8% |
| YTD | +15.5% | +11.4% | +4.2% | +4.4% |
| 1Y | +18.7% | +11.9% | +6.8% | +6.9% |
| 3Y | -60.3% | +73.9% | -134.2% | -76.2% |
| 5Y | -78.9% | +57.9% | -136.8% | -86.2% |
| All | -63.7% | +222.7% | -286.4% | -87.2% |
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