+333.3%
IRTC price history and return analytics
+223.5%
+109.8%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.7% | -4.5% |
| 7D | -8.5% | -2.0% | -6.6% | -6.2% |
| 30D | -7.4% | -1.4% | -6.0% | -5.7% |
| 3M | -0.9% | +4.7% | -5.7% | -7.1% |
| 6M | -6.3% | +11.4% | -17.7% | -19.2% |
| YTD | -36.4% | +13.1% | -49.4% | -46.3% |
| 1Y | -38.0% | +19.0% | -57.0% | -51.0% |
| 3Y | +17.3% | +73.9% | -56.7% | -43.4% |
| 5Y | +134.6% | +65.4% | +69.2% | +24.7% |
| All | +333.3% | +223.5% | +109.8% | +14.2% |
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