+89.2%
IT price history and return analytics
+221.8%
-132.6%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.0% |
| 7D | +1.1% | +2.4% | -1.3% | -1.3% |
| 30D | -1.8% | -1.5% | -0.3% | -0.5% |
| 3M | +4.8% | -4.1% | +8.9% | +9.0% |
| 6M | +33.0% | +0.6% | +32.5% | +30.4% |
| YTD | -23.8% | +11.0% | -34.9% | -33.3% |
| 1Y | -16.5% | +13.3% | -29.9% | -28.5% |
| 3Y | -53.6% | +73.4% | -127.0% | -74.9% |
| 5Y | -42.1% | +57.4% | -99.6% | -64.9% |
| All | +89.2% | +221.8% | -132.6% | -44.2% |
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