+140.4%
ITEQ price history and return analytics
+226.9%
-86.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | 0.0% |
| 7D | -2.9% | -2.0% | -0.9% | -0.7% |
| 30D | -7.5% | -1.4% | -6.1% | -6.0% |
| 3M | -5.0% | +4.7% | -9.8% | -9.4% |
| 6M | +3.2% | +11.4% | -8.1% | -7.8% |
| YTD | +3.8% | +13.1% | -9.2% | -8.9% |
| 1Y | +7.1% | +19.0% | -11.9% | -11.0% |
| 3Y | +40.3% | +73.9% | -33.7% | -21.6% |
| 5Y | -11.4% | +65.4% | -76.8% | -47.3% |
| All | +140.4% | +226.9% | -86.5% | -23.0% |
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