-78.9%
IART price history and return analytics
+57.0%
-136.0%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.7% |
| 7D | +7.3% | +2.4% | +4.9% | +4.5% |
| 30D | +9.3% | -1.5% | +10.8% | +11.3% |
| 3M | -21.1% | -4.1% | -16.9% | -17.2% |
| 6M | -3.4% | +0.6% | -3.9% | -4.0% |
| YTD | +15.9% | +11.0% | +4.9% | +3.3% |
| 1Y | +19.6% | +13.3% | +6.3% | +4.2% |
| 3Y | -60.7% | +73.4% | -134.0% | -77.8% |
| All | -78.9% | +57.0% | -136.0% | -86.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling