+528.5%
IDT price history and return analytics
+229.8%
+298.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +0.6% |
| 7D | +2.4% | -1.1% | +3.5% | +3.7% |
| 30D | +7.7% | -1.0% | +8.7% | +8.8% |
| 3M | +28.1% | +3.2% | +25.0% | +23.2% |
| 6M | +41.9% | +12.5% | +29.4% | +22.6% |
| YTD | +38.1% | +14.1% | +24.0% | +17.0% |
| 1Y | +8.2% | +18.9% | -10.7% | -12.8% |
| 3Y | +208.9% | +74.1% | +134.8% | +54.9% |
| 5Y | +56.1% | +66.9% | -10.7% | -15.9% |
| All | +528.5% | +229.8% | +298.7% | +79.2% |
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