+179.5%
ISCG price history and return analytics
+214.8%
-35.3%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.1% | -0.8% | 0.0% |
| 7D | -5.6% | -4.2% | -1.4% | -0.7% |
| 30D | -5.6% | -5.8% | +0.2% | +1.3% |
| 3M | -9.0% | -5.2% | -3.7% | -2.9% |
| 6M | -3.6% | +0.1% | -3.7% | -3.8% |
| YTD | +6.9% | +8.2% | -1.4% | -2.8% |
| 1Y | +8.1% | +10.1% | -2.0% | -3.7% |
| 3Y | +58.9% | +69.7% | -10.8% | -14.4% |
| 5Y | +13.1% | +53.4% | -40.2% | -30.6% |
| All | +179.5% | +214.8% | -35.3% | -19.2% |
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