+6,864.2%
IDT price history and return analytics
+356.5%
+6,507.7%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.6% | +0.7% |
| 7D | +1.1% | +2.4% | -1.2% | -1.4% |
| 30D | +2.5% | -1.5% | +4.0% | +3.9% |
| 3M | +23.9% | -4.1% | +28.0% | +28.9% |
| 6M | +60.3% | +0.6% | +59.7% | +57.6% |
| YTD | +62.8% | +11.0% | +51.8% | +43.2% |
| 1Y | +62.2% | +13.3% | +48.8% | +39.4% |
| 3Y | +196.6% | +73.4% | +123.2% | +59.8% |
| 5Y | +26.8% | +57.4% | -30.7% | -23.8% |
| 10Y | +476.9% | +221.7% | +255.2% | +73.8% |
| All | +6,864.2% | +356.5% | +6,507.7% | +1,013.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling