-49.9%
ITRG price history and return analytics
+123.7%
-173.5%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.1% | -4.8% | -5.2% |
| 7D | -4.1% | -0.7% | -3.4% | -3.3% |
| 30D | -18.0% | -1.7% | -16.2% | -15.8% |
| 3M | -19.2% | -2.3% | -16.9% | -16.0% |
| 6M | -28.3% | +1.5% | -29.8% | -28.4% |
| YTD | -47.6% | +12.0% | -59.7% | -53.2% |
| 1Y | -31.1% | +12.9% | -44.0% | -38.8% |
| 3Y | +189.7% | +74.9% | +114.7% | +52.6% |
| 5Y | -12.1% | +59.9% | -72.1% | -48.3% |
| All | -49.9% | +123.7% | -173.5% | -82.3% |
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