-49.3%
ISUL vs VT
+16.9%
-66.2%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -0.5% | -8.5% | -8.2% |
| 7D | -10.5% | +1.0% | -11.5% | -11.8% |
| 30D | -16.0% | -0.2% | -15.7% | -15.6% |
| 3M | -35.9% | +4.5% | -40.4% | -39.9% |
| 6M | -55.5% | +14.1% | -69.6% | -64.6% |
| YTD | -67.6% | +14.8% | -82.3% | -74.3% |
| All | -49.3% | +16.9% | -66.2% | -61.5% |
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