-45.5%
ISUL vs VT
+13.3%
-58.8%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.0% |
| 7D | -2.6% | -1.6% | -1.0% | -0.3% |
| 30D | +25.1% | -2.5% | +27.6% | +29.4% |
| 3M | +32.7% | -1.3% | +34.0% | +34.4% |
| 6M | -18.7% | +3.1% | -21.8% | -24.4% |
| YTD | -49.7% | +10.9% | -60.6% | -58.4% |
| All | -45.5% | +13.3% | -58.8% | -57.0% |
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 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