+83.9%
ITAN price history and return analytics
+68.7%
+15.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | +0.6% |
| 7D | -3.0% | -2.0% | -1.0% | -0.8% |
| 30D | -1.5% | -1.4% | -0.1% | +0.1% |
| 3M | +7.1% | +4.7% | +2.4% | +1.6% |
| 6M | +19.9% | +11.4% | +8.5% | +6.0% |
| YTD | +19.0% | +13.1% | +5.9% | +3.4% |
| 1Y | +30.3% | +19.0% | +11.3% | +6.8% |
| 3Y | +86.8% | +73.9% | +12.8% | -0.7% |
| 5Y | +79.4% | +65.4% | +14.0% | +1.2% |
| All | +83.9% | +68.7% | +15.2% | +1.7% |
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