-44.2%
ISUL vs VT
+17.5%
-61.7%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | 0.0% | -1.9% | -1.9% |
| 7D | -3.4% | +0.4% | -3.8% | -4.0% |
| 30D | -5.7% | +1.0% | -6.7% | -7.1% |
| 3M | -29.5% | +2.4% | -31.9% | -32.0% |
| 6M | -53.2% | +12.0% | -65.3% | -61.3% |
| YTD | -64.4% | +15.3% | -79.7% | -72.0% |
| All | -44.2% | +17.5% | -61.7% | -58.1% |
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