+390.7%
ITIC price history and return analytics
+229.8%
+160.9%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.1% | -2.1% |
| 7D | -0.1% | -1.1% | +1.0% | +0.9% |
| 30D | +6.1% | -1.0% | +7.1% | +7.1% |
| 3M | +19.3% | +3.2% | +16.2% | +15.1% |
| 6M | +34.6% | +12.5% | +22.1% | +18.2% |
| YTD | +19.8% | +14.1% | +5.8% | +3.5% |
| 1Y | +20.4% | +18.9% | +1.5% | -0.5% |
| 3Y | +129.5% | +74.1% | +55.4% | +28.6% |
| 5Y | +108.0% | +66.9% | +41.1% | +21.1% |
| All | +390.7% | +229.8% | +160.9% | +43.7% |
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