-81.5%
IART price history and return analytics
+53.4%
-134.9%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.2% | -5.2% | -5.2% |
| 7D | +5.3% | -2.3% | +7.6% | +8.4% |
| 30D | +3.2% | -5.0% | +8.2% | +9.7% |
| 3M | -21.5% | -4.9% | -16.6% | -17.0% |
| 6M | -4.1% | -1.5% | -2.6% | -2.4% |
| YTD | +8.1% | +8.5% | -0.4% | -1.1% |
| 1Y | +19.6% | +11.4% | +8.2% | +6.3% |
| 3Y | -64.8% | +70.1% | -134.9% | -79.7% |
| All | -81.5% | +53.4% | -134.9% | -88.2% |
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 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