+1,184.8%
ITT price history and return analytics
+346.0%
+838.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.7% | +4.7% |
| 7D | +3.6% | -2.3% | +5.9% | +6.1% |
| 30D | +2.6% | -5.0% | +7.5% | +8.3% |
| 3M | -4.0% | -4.9% | +0.9% | +1.4% |
| 6M | -4.7% | -1.5% | -3.2% | -3.1% |
| YTD | +19.2% | +8.5% | +10.7% | +9.4% |
| 1Y | +11.7% | +11.4% | +0.3% | -0.3% |
| 3Y | +109.3% | +70.1% | +39.2% | +21.0% |
| 5Y | +108.3% | +53.7% | +54.5% | +36.5% |
| 10Y | +587.5% | +220.0% | +367.5% | +133.5% |
| All | +1,184.8% | +346.0% | +838.8% | +250.8% |
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