+240.6%
IRTC price history and return analytics
+218.5%
+22.1%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.6% | -4.3% | -4.8% |
| 7D | -29.7% | +0.4% | -30.0% | -30.2% |
| 30D | -16.8% | -2.6% | -14.2% | -14.4% |
| 3M | -30.6% | -3.2% | -27.4% | -28.0% |
| 6M | -26.5% | +0.9% | -27.4% | -28.5% |
| YTD | -50.0% | +11.3% | -61.3% | -57.2% |
| 1Y | -49.2% | +14.0% | -63.2% | -57.7% |
| 3Y | +22.1% | +75.8% | -53.7% | -42.3% |
| 5Y | -13.9% | +57.8% | -71.8% | -52.0% |
| 10Y | +273.6% | +219.8% | +53.8% | -1.0% |
| All | +240.6% | +218.5% | +22.1% | -8.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling