+149.4%
ITEQ price history and return analytics
+238.0%
-88.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.5% |
| 7D | +0.2% | +1.0% | -0.8% | -0.9% |
| 30D | -6.6% | -0.2% | -6.3% | -6.3% |
| 3M | -5.5% | +4.5% | -10.1% | -9.7% |
| 6M | +3.0% | +14.1% | -11.0% | -10.2% |
| YTD | +6.2% | +14.8% | -8.6% | -8.1% |
| 1Y | +9.1% | +21.2% | -12.1% | -10.7% |
| 3Y | +43.5% | +76.6% | -33.1% | -20.1% |
| 5Y | -10.0% | +66.6% | -76.6% | -46.3% |
| 10Y | +141.4% | +222.3% | -80.9% | -20.2% |
| All | +149.4% | +238.0% | -88.6% | -21.5% |
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