+41.1%
ITEQ price history and return analytics
+74.2%
-33.1%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.5% |
| 7D | -1.5% | -0.1% | -1.3% | -1.3% |
| 30D | -7.6% | -0.7% | -7.0% | -6.8% |
| 3M | -5.8% | +4.0% | -9.8% | -10.0% |
| 6M | +2.1% | +12.3% | -10.2% | -11.3% |
| YTD | +4.8% | +14.0% | -9.2% | -10.7% |
| 1Y | +7.4% | +20.3% | -12.9% | -14.4% |
| All | +41.1% | +74.2% | -33.1% | -31.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling