+154.0%
IRT price history and return analytics
+221.4%
-67.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.6% |
| 7D | -2.2% | +1.0% | -3.2% | -3.2% |
| 30D | -7.8% | -0.2% | -7.6% | -7.6% |
| 3M | -3.5% | +4.5% | -8.1% | -8.0% |
| 6M | -1.2% | +14.1% | -15.3% | -14.0% |
| YTD | -6.9% | +14.8% | -21.7% | -19.5% |
| 1Y | -7.2% | +21.2% | -28.4% | -24.2% |
| 3Y | +11.3% | +76.6% | -65.3% | -38.2% |
| 5Y | -6.5% | +66.6% | -73.1% | -45.3% |
| 10Y | +154.0% | +222.3% | -68.2% | -25.0% |
| All | +154.0% | +221.4% | -67.4% | -25.0% |
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 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