+808.7%
IT price history and return analytics
+355.4%
+453.3%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.7% |
| 7D | -7.5% | -0.1% | -7.4% | -7.4% |
| 30D | -1.2% | -3.1% | +1.9% | +1.5% |
| 3M | -2.2% | -3.5% | +1.3% | +0.7% |
| 6M | +19.1% | +0.5% | +18.6% | +17.0% |
| YTD | -25.1% | +10.8% | -35.9% | -33.1% |
| 1Y | -17.4% | +11.9% | -29.3% | -27.0% |
| 3Y | -54.1% | +73.0% | -127.1% | -72.8% |
| 5Y | -42.7% | +58.6% | -101.3% | -62.8% |
| 10Y | +88.1% | +219.2% | -131.0% | -32.8% |
| All | +808.7% | +355.4% | +453.3% | +132.4% |
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