+134.0%
ISCB price history and return analytics
+217.6%
-83.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | 0.0% |
| 7D | +0.6% | -0.1% | +0.7% | +0.7% |
| 30D | +1.9% | -3.1% | +5.0% | +5.7% |
| 3M | -3.7% | -3.5% | -0.2% | +0.4% |
| 6M | +17.5% | +13.5% | +4.0% | +1.5% |
| YTD | +17.5% | +13.5% | +4.0% | +1.5% |
| 1Y | +17.5% | +13.5% | +4.0% | +1.5% |
| 3Y | +68.8% | +73.0% | -4.2% | -10.4% |
| 5Y | +30.5% | +58.6% | -28.1% | -22.8% |
| 10Y | +134.0% | +219.2% | -85.2% | -34.7% |
| All | +134.0% | +217.6% | -83.7% | -34.7% |
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