+236.1%
ITB price history and return analytics
+226.9%
+9.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.5% | -1.3% |
| 7D | -5.8% | -2.0% | -3.8% | -3.4% |
| 30D | -12.2% | -1.4% | -10.8% | -10.6% |
| 3M | -5.6% | +4.7% | -10.3% | -10.7% |
| 6M | -8.6% | +11.4% | -19.9% | -19.7% |
| YTD | -8.1% | +13.1% | -21.1% | -20.8% |
| 1Y | -21.3% | +19.0% | -40.3% | -36.4% |
| 3Y | +7.2% | +73.9% | -66.7% | -45.7% |
| 5Y | +30.7% | +65.4% | -34.7% | -28.8% |
| All | +236.1% | +226.9% | +9.2% | -15.3% |
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