+512.7%
IJT price history and return analytics
+368.8%
+143.9%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -0.7% |
| 7D | -1.1% | -0.1% | -1.0% | -1.0% |
| 30D | -5.0% | -0.7% | -4.3% | -4.3% |
| 3M | +2.1% | +4.0% | -1.9% | -1.9% |
| 6M | +14.1% | +12.3% | +1.8% | +1.4% |
| YTD | +18.8% | +14.0% | +4.8% | +4.0% |
| 1Y | +20.2% | +20.3% | -0.1% | -0.3% |
| 3Y | +52.0% | +75.4% | -23.4% | -13.0% |
| 5Y | +31.6% | +66.0% | -34.3% | -19.7% |
| 10Y | +172.5% | +228.2% | -55.7% | -10.4% |
| All | +512.7% | +368.8% | +143.9% | +43.2% |
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 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