+55.4%
IOT price history and return analytics
+67.2%
-11.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.0% | -1.8% |
| 7D | -4.5% | -1.1% | -3.4% | -2.6% |
| 30D | -2.4% | -1.0% | -1.5% | -0.6% |
| 3M | +19.0% | +3.2% | +15.8% | +11.4% |
| 6M | +19.6% | +12.5% | +7.2% | -6.9% |
| YTD | +8.3% | +14.1% | -5.8% | -18.4% |
| 1Y | -0.8% | +18.9% | -19.7% | -30.9% |
| 3Y | +24.4% | +74.1% | -49.7% | -60.5% |
| All | +55.4% | +67.2% | -11.8% | -23.9% |
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