+81.2%
ITM price history and return analytics
+356.5%
-275.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.9% |
| 7D | -1.6% | +2.4% | -4.0% | -1.7% |
| 30D | +2.2% | -1.5% | +3.7% | +2.3% |
| 3M | -1.3% | -4.1% | +2.8% | -1.2% |
| 6M | -1.3% | +0.6% | -1.9% | -1.3% |
| YTD | -1.4% | +11.0% | -12.4% | -1.7% |
| 1Y | -0.6% | +13.3% | -13.9% | -0.9% |
| 3Y | +10.8% | +73.4% | -62.5% | +9.4% |
| 5Y | +0.6% | +57.4% | -56.8% | -0.7% |
| 10Y | +21.2% | +221.7% | -200.5% | +18.5% |
| All | +81.2% | +356.5% | -275.3% | +76.2% |
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