+376.1%
ISCB price history and return analytics
+346.0%
+30.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.4% |
| 7D | -1.4% | -2.3% | +1.0% | +1.1% |
| 30D | +0.1% | -5.0% | +5.1% | +5.5% |
| 3M | -5.4% | -4.9% | -0.6% | -0.4% |
| 6M | +1.1% | +0.4% | +0.7% | +0.7% |
| YTD | +11.0% | +8.5% | +2.5% | +1.9% |
| 1Y | +15.5% | +11.4% | +4.2% | +3.3% |
| 3Y | +62.4% | +70.1% | -7.7% | -5.5% |
| 5Y | +25.1% | +53.7% | -28.6% | -18.5% |
| 10Y | +142.1% | +220.0% | -77.9% | -21.8% |
| All | +376.1% | +346.0% | +30.1% | +11.3% |
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