+187.0%
ISOU vs VT
+189.4%
-2.5%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | -2.6% |
| 7D | -11.2% | -0.3% | -10.9% | -10.8% |
| 30D | -14.8% | -1.4% | -13.3% | -12.4% |
| 3M | -14.7% | -1.4% | -13.3% | -11.9% |
| 6M | -30.8% | +5.5% | -36.3% | -34.6% |
| YTD | -11.3% | +12.8% | -24.2% | -23.3% |
| 1Y | -7.0% | +15.4% | -22.5% | -21.7% |
| 3Y | -26.1% | +76.9% | -103.0% | -66.0% |
| 5Y | -56.6% | +60.4% | -117.0% | -76.1% |
| All | +187.0% | +189.4% | -2.5% | +26.0% |
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