+185.0%
IRT price history and return analytics
+223.7%
-38.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | -2.0% |
| 7D | +0.9% | +0.4% | +0.5% | +0.4% |
| 30D | +2.0% | -2.6% | +4.6% | +4.3% |
| 3M | -11.6% | -3.2% | -8.4% | -9.1% |
| 6M | -6.1% | +0.9% | -7.1% | -7.9% |
| YTD | -10.8% | +11.3% | -22.1% | -20.8% |
| 1Y | -4.4% | +14.0% | -18.4% | -17.2% |
| 3Y | +31.5% | +75.8% | -44.3% | -27.1% |
| 5Y | -26.1% | +57.8% | -84.0% | -54.5% |
| 10Y | +185.0% | +219.8% | -34.8% | -8.6% |
| All | +185.0% | +223.7% | -38.7% | -8.6% |
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