+50.6%
IOSP price history and return analytics
+221.8%
-171.2%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.9% |
| 7D | +2.8% | +2.4% | +0.4% | +0.1% |
| 30D | -17.2% | -1.5% | -15.7% | -16.3% |
| 3M | -14.4% | -4.1% | -10.3% | -10.9% |
| 6M | +2.1% | +0.6% | +1.5% | +0.2% |
| YTD | +6.3% | +11.0% | -4.8% | -7.5% |
| 1Y | +10.1% | +13.3% | -3.2% | -6.5% |
| 3Y | -18.1% | +73.4% | -91.5% | -58.0% |
| 5Y | -7.3% | +57.4% | -64.8% | -46.9% |
| All | +50.6% | +221.8% | -171.2% | -67.0% |
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