+364.2%
IESC price history and return analytics
+69.4%
+294.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | -4.1% | -9.8% | -4.0% |
| 7D | -34.9% | -4.2% | -30.8% | -27.7% |
| 30D | -57.4% | -5.8% | -51.6% | -50.5% |
| 3M | -62.9% | -5.2% | -57.6% | -57.4% |
| 6M | -56.0% | +0.1% | -56.1% | -55.3% |
| YTD | -25.2% | +8.2% | -33.4% | -35.4% |
| 1Y | -28.9% | +10.1% | -39.1% | -40.6% |
| All | +364.2% | +69.4% | +294.9% | +69.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling