+298.3%
ISOU vs VT
+195.9%
+102.4%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -0.3% | +0.4% | -0.7% | -0.9% |
| 30D | +12.9% | +1.0% | +11.9% | +11.5% |
| 3M | -4.3% | +2.4% | -6.7% | -6.4% |
| 6M | +0.3% | +12.0% | -11.7% | -13.4% |
| YTD | +23.1% | +15.3% | +7.7% | +2.1% |
| 1Y | +37.8% | +22.6% | +15.3% | +4.9% |
| 3Y | +5.3% | +74.7% | -69.4% | -51.3% |
| 5Y | -12.5% | +66.1% | -78.6% | -54.2% |
| All | +298.3% | +195.9% | +102.4% | +67.6% |
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