+724.3%
ITGR price history and return analytics
+368.8%
+355.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | +0.3% |
| 7D | +0.4% | -0.1% | +0.6% | +0.6% |
| 30D | +0.6% | -0.7% | +1.3% | +1.2% |
| 3M | +33.8% | +4.0% | +29.8% | +28.8% |
| 6M | +47.4% | +12.3% | +35.1% | +32.3% |
| YTD | +60.5% | +14.0% | +46.4% | +41.9% |
| 1Y | +19.3% | +20.3% | -1.0% | +0.1% |
| 3Y | +56.4% | +75.4% | -19.1% | -6.8% |
| 5Y | +31.3% | +66.0% | -34.7% | -17.4% |
| 10Y | +436.3% | +228.2% | +208.1% | +101.7% |
| All | +724.3% | +368.8% | +355.5% | +147.2% |
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