+363.7%
IYT price history and return analytics
+368.8%
-5.1%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -0.9% |
| 7D | -1.9% | -0.1% | -1.8% | -1.8% |
| 30D | -6.0% | -0.7% | -5.3% | -5.3% |
| 3M | -4.7% | +4.0% | -8.7% | -8.4% |
| 6M | +7.0% | +12.3% | -5.3% | -4.7% |
| YTD | +10.3% | +14.0% | -3.8% | -3.3% |
| 1Y | +17.1% | +20.3% | -3.2% | -2.6% |
| 3Y | +39.9% | +75.4% | -35.5% | -18.9% |
| 5Y | +39.0% | +66.0% | -26.9% | -14.6% |
| 10Y | +160.4% | +228.2% | -67.8% | -14.1% |
| All | +363.7% | +368.8% | -5.1% | +18.3% |
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