-93.3%
IOTR price history and return analytics
+48.7%
-142.0%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.0% | +1.4% |
| 7D | -5.7% | -1.1% | -4.6% | -3.8% |
| 30D | -14.9% | -1.0% | -13.9% | -13.5% |
| 3M | -26.3% | +3.2% | -29.4% | -31.7% |
| 6M | +16.0% | +12.5% | +3.5% | -8.4% |
| YTD | -3.2% | +14.1% | -17.3% | -27.3% |
| 1Y | -47.2% | +18.9% | -66.1% | -64.4% |
| All | -93.3% | +48.7% | -142.0% | -99.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling