+90.0%
IT price history and return analytics
+226.9%
-136.9%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +1.4% |
| 7D | -12.7% | -2.0% | -10.7% | -10.9% |
| 30D | -8.9% | -1.4% | -7.5% | -7.5% |
| 3M | +10.1% | +4.7% | +5.4% | +4.2% |
| 6M | +7.3% | +11.4% | -4.1% | -5.8% |
| YTD | -32.4% | +13.1% | -45.4% | -41.5% |
| 1Y | -26.6% | +19.0% | -45.7% | -40.0% |
| 3Y | -51.8% | +73.9% | -125.8% | -73.8% |
| 5Y | -45.6% | +65.4% | -111.0% | -68.4% |
| All | +90.0% | +226.9% | -136.9% | -40.6% |
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