+880.2%
ITA price history and return analytics
+368.8%
+511.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.2% |
| 7D | -1.8% | -0.1% | -1.6% | -1.6% |
| 30D | -12.6% | -0.7% | -11.9% | -12.1% |
| 3M | -4.7% | +4.0% | -8.7% | -8.1% |
| 6M | -9.2% | +12.3% | -21.5% | -18.3% |
| YTD | +2.4% | +14.0% | -11.7% | -9.1% |
| 1Y | +12.4% | +20.3% | -7.9% | -4.9% |
| 3Y | +100.0% | +75.4% | +24.6% | +19.7% |
| 5Y | +120.0% | +66.0% | +54.0% | +37.4% |
| 10Y | +279.6% | +228.2% | +51.4% | +33.5% |
| All | +880.2% | +368.8% | +511.4% | +149.8% |
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