-60.3%
IART price history and return analytics
+73.6%
-133.9%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.8% |
| 7D | +6.6% | -0.1% | +6.7% | +7.0% |
| 30D | +8.1% | -3.1% | +11.2% | +12.9% |
| 3M | -14.9% | -3.5% | -11.4% | -10.9% |
| 6M | +4.4% | +0.5% | +3.9% | +3.4% |
| YTD | +17.0% | +10.8% | +6.2% | +2.2% |
| 1Y | +19.3% | +11.9% | +7.4% | +2.8% |
| All | -60.3% | +73.6% | -133.9% | -82.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling