+547.5%
IESC price history and return analytics
+59.8%
+487.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.7% | +0.9% |
| 7D | +4.9% | -0.7% | +5.6% | +7.1% |
| 30D | -38.4% | -1.7% | -36.6% | -36.1% |
| 3M | -54.5% | -2.3% | -52.2% | -52.3% |
| 6M | -48.2% | +1.5% | -49.8% | -48.4% |
| YTD | -8.8% | +12.0% | -20.9% | -20.7% |
| 1Y | -10.1% | +12.9% | -23.0% | -22.2% |
| 3Y | +475.0% | +74.9% | +400.0% | +208.2% |
| 5Y | +547.5% | +59.9% | +487.6% | +287.6% |
| All | +547.5% | +59.8% | +487.8% | +287.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling