+621.6%
ITB price history and return analytics
+356.5%
+265.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.5% | +0.6% |
| 7D | -2.6% | +2.4% | -5.0% | -5.2% |
| 30D | +12.7% | -1.5% | +14.2% | +14.5% |
| 3M | -4.7% | -4.1% | -0.6% | -0.2% |
| 6M | +6.7% | +0.6% | +6.2% | +5.8% |
| YTD | -1.2% | +11.0% | -12.2% | -12.8% |
| 1Y | -2.5% | +13.3% | -15.9% | -16.0% |
| 3Y | +19.2% | +73.4% | -54.2% | -37.5% |
| 5Y | +28.8% | +57.4% | -28.7% | -23.3% |
| 10Y | +281.7% | +221.7% | +60.0% | +3.0% |
| All | +621.6% | +356.5% | +265.1% | +82.4% |
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