+54.4%
IDT price history and return analytics
+65.7%
-11.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | 0.0% |
| 7D | -1.4% | -0.1% | -1.3% | -1.3% |
| 30D | +4.8% | -0.7% | +5.5% | +5.4% |
| 3M | +21.1% | +4.0% | +17.1% | +16.4% |
| 6M | +34.3% | +12.3% | +22.0% | +19.3% |
| YTD | +33.1% | +14.0% | +19.1% | +16.2% |
| 1Y | +4.4% | +20.3% | -15.9% | -13.8% |
| 3Y | +201.8% | +75.4% | +126.4% | +64.8% |
| 5Y | +54.4% | +66.0% | -11.5% | +7.4% |
| All | +54.4% | +65.7% | -11.2% | +7.4% |
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 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