+818.8%
IT price history and return analytics
+357.6%
+461.2%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | -1.9% |
| 7D | -18.8% | +0.4% | -19.2% | -19.1% |
| 30D | -0.1% | -2.6% | +2.5% | +2.1% |
| 3M | +2.9% | -3.2% | +6.2% | +5.7% |
| 6M | +20.4% | +0.9% | +19.5% | +17.8% |
| YTD | -24.3% | +11.3% | -35.6% | -32.7% |
| 1Y | -17.2% | +14.0% | -31.2% | -28.0% |
| 3Y | -52.4% | +75.8% | -128.2% | -72.2% |
| 5Y | -43.7% | +57.8% | -101.5% | -63.3% |
| 10Y | +90.3% | +219.8% | -129.5% | -32.2% |
| All | +818.8% | +357.6% | +461.2% | +134.0% |
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