+528.6%
ITT price history and return analytics
+217.6%
+311.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.2% |
| 7D | +5.5% | -0.1% | +5.6% | +5.6% |
| 30D | +7.4% | -3.1% | +10.5% | +12.0% |
| 3M | +2.3% | -3.5% | +5.8% | +7.4% |
| 6M | +5.4% | +0.5% | +4.9% | +4.7% |
| YTD | +25.4% | +10.8% | +14.7% | +9.0% |
| 1Y | +14.1% | +11.9% | +2.2% | -2.1% |
| 3Y | +116.2% | +73.0% | +43.2% | +3.3% |
| 5Y | +119.5% | +58.6% | +60.9% | +20.1% |
| 10Y | +528.6% | +219.2% | +309.4% | +42.9% |
| All | +528.6% | +217.6% | +311.0% | +42.9% |
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