+86.8%
ITAN price history and return analytics
+70.2%
+16.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +0.6% |
| 7D | -0.8% | -1.1% | +0.3% | +0.4% |
| 30D | 0.0% | -1.0% | +1.0% | +1.1% |
| 3M | +6.8% | +3.2% | +3.6% | +3.1% |
| 6M | +22.2% | +12.5% | +9.7% | +6.9% |
| YTD | +20.9% | +14.1% | +6.9% | +4.0% |
| 1Y | +29.8% | +18.9% | +10.9% | +6.6% |
| 3Y | +88.8% | +74.1% | +14.7% | +0.3% |
| 5Y | +82.3% | +66.9% | +15.4% | +1.9% |
| All | +86.8% | +70.2% | +16.7% | +2.3% |
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