+131.6%
ISBA price history and return analytics
+346.0%
-214.5%
-58.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | +2.5% | -2.3% | +4.8% | +2.8% |
| 30D | +6.9% | -5.0% | +11.8% | +7.5% |
| 3M | +0.3% | -4.9% | +5.2% | +0.9% |
| 6M | +1.0% | -1.5% | +2.5% | +1.1% |
| YTD | -17.0% | +8.5% | -25.5% | -17.8% |
| 1Y | +4.8% | +11.4% | -6.6% | +3.6% |
| 3Y | +130.0% | +70.1% | +60.0% | +118.1% |
| 5Y | +86.4% | +53.7% | +32.6% | +77.7% |
| 10Y | +128.3% | +220.0% | -91.7% | +106.1% |
| All | +131.6% | +346.0% | -214.5% | +94.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling