+34.2%
IRT price history and return analytics
+74.0%
-39.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | -0.3% | +2.4% | -2.6% | -1.7% |
| 30D | +2.1% | -1.5% | +3.6% | +2.9% |
| 3M | -10.9% | -4.1% | -6.8% | -8.7% |
| 6M | -6.0% | +0.6% | -6.6% | -7.0% |
| YTD | -11.4% | +11.0% | -22.5% | -18.8% |
| 1Y | -5.0% | +13.3% | -18.4% | -14.4% |
| 3Y | +34.2% | +73.4% | -39.2% | -35.9% |
| All | +34.2% | +74.0% | -39.8% | -35.9% |
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 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