-48.4%
ISUL vs VT
+13.0%
-61.4%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.6% | +1.7% | +0.4% |
| 7D | +10.4% | +0.4% | +10.0% | +10.2% |
| 30D | +16.0% | -2.6% | +18.6% | +20.5% |
| 3M | +40.9% | -3.2% | +44.2% | +47.8% |
| 6M | -8.6% | +0.9% | -9.6% | -10.7% |
| YTD | -45.6% | +11.3% | -56.9% | -54.7% |
| All | -48.4% | +13.0% | -61.4% | -57.8% |
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