+1,978.0%
IESC price history and return analytics
+215.5%
+1,762.5%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +0.2% | +8.6% | +8.5% |
| 7D | -23.1% | -2.3% | -20.7% | -20.6% |
| 30D | -48.7% | -5.0% | -43.7% | -44.9% |
| 3M | -58.8% | -4.9% | -53.9% | -55.7% |
| 6M | -53.0% | -1.5% | -51.4% | -51.1% |
| YTD | -18.5% | +8.5% | -27.0% | -23.7% |
| 1Y | -20.0% | +11.4% | -31.3% | -27.0% |
| 3Y | +405.3% | +70.1% | +335.2% | +207.3% |
| 5Y | +495.6% | +53.7% | +441.8% | +301.4% |
| All | +1,978.0% | +215.5% | +1,762.5% | +490.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling