+824.9%
ITIC price history and return analytics
+356.5%
+468.4%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.2% |
| 7D | -0.8% | +2.4% | -3.1% | -1.9% |
| 30D | -10.5% | -1.5% | -9.0% | -9.9% |
| 3M | -9.9% | -4.1% | -5.8% | -8.2% |
| 6M | +10.0% | +0.6% | +9.5% | +9.3% |
| YTD | +2.5% | +11.0% | -8.6% | -3.0% |
| 1Y | -5.5% | +13.3% | -18.8% | -11.4% |
| 3Y | +95.2% | +73.4% | +21.8% | +51.6% |
| 5Y | +39.3% | +57.4% | -18.1% | +12.6% |
| 10Y | +281.7% | +221.7% | +60.0% | +151.0% |
| All | +824.9% | +356.5% | +468.4% | +528.1% |
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