+128.2%
ISBA price history and return analytics
+217.6%
-89.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | +2.1% | -0.1% | +2.2% | +2.1% |
| 30D | +9.1% | -3.1% | +12.2% | +9.8% |
| 3M | +1.8% | -3.5% | +5.3% | +2.5% |
| 6M | -3.5% | +0.5% | -3.9% | -3.6% |
| YTD | -16.9% | +10.8% | -27.7% | -18.6% |
| 1Y | +3.9% | +11.9% | -8.0% | +1.6% |
| 3Y | +130.4% | +73.0% | +57.4% | +108.2% |
| 5Y | +77.9% | +58.6% | +19.3% | +62.1% |
| 10Y | +128.2% | +219.2% | -91.0% | +96.2% |
| All | +128.2% | +217.6% | -89.4% | +96.2% |
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