+121.7%
ISBA price history and return analytics
+221.4%
-99.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -1.0% |
| 7D | +2.8% | +1.0% | +1.8% | +2.6% |
| 30D | -0.4% | -0.2% | -0.1% | -0.3% |
| 3M | -4.8% | +4.5% | -9.4% | -5.6% |
| 6M | -12.4% | +14.1% | -26.5% | -14.7% |
| YTD | -19.7% | +14.8% | -34.5% | -21.8% |
| 1Y | +26.7% | +21.2% | +5.5% | +22.0% |
| 3Y | +120.2% | +76.6% | +43.6% | +98.3% |
| 5Y | +92.3% | +66.6% | +25.7% | +73.9% |
| 10Y | +121.7% | +222.3% | -100.5% | +89.6% |
| All | +121.7% | +221.4% | -99.7% | +89.6% |
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 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