-8.3%
ISOU vs VT
+10.7%
-18.9%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.1% | +1.8% | +8.8% |
| 7D | -10.5% | -4.2% | -6.4% | -0.3% |
| 30D | -24.0% | -5.8% | -18.2% | -10.4% |
| 3M | -20.5% | -5.2% | -15.2% | -7.1% |
| 6M | -30.0% | +0.1% | -30.1% | -27.9% |
| YTD | -13.3% | +8.2% | -21.5% | -29.2% |
| 1Y | -8.3% | +10.1% | -18.4% | -29.3% |
| All | -8.3% | +10.7% | -18.9% | -29.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling