+88.4%
IOSP price history and return analytics
+222.7%
-134.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.9% | +0.9% |
| 7D | -0.2% | -0.1% | -0.1% | -0.1% |
| 30D | +0.7% | -0.7% | +1.4% | +1.5% |
| 3M | +13.0% | +4.0% | +9.0% | +7.6% |
| 6M | +32.5% | +12.3% | +20.2% | +15.1% |
| YTD | +23.7% | +14.0% | +9.7% | +5.3% |
| 1Y | +14.7% | +20.3% | -5.6% | -8.4% |
| 3Y | -4.8% | +75.4% | -80.3% | -51.4% |
| 5Y | +11.2% | +66.0% | -54.8% | -39.7% |
| 10Y | +88.4% | +228.2% | -139.8% | -55.7% |
| All | +88.4% | +222.7% | -134.2% | -55.7% |
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