+8.6%
IDT price history and return analytics
+18.7%
-10.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +2.3% |
| 7D | +1.0% | -2.0% | +3.0% | +1.5% |
| 30D | +6.1% | -1.4% | +7.6% | +6.5% |
| 3M | +25.1% | +4.7% | +20.4% | +23.2% |
| 6M | +34.8% | +11.4% | +23.4% | +29.5% |
| YTD | +35.9% | +13.1% | +22.9% | +28.8% |
| 1Y | +8.6% | +19.0% | -10.4% | -4.4% |
| All | +8.6% | +18.7% | -10.1% | -4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling