+456.2%
ISCV price history and return analytics
+355.4%
+100.8%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.1% |
| 7D | +0.9% | -0.1% | +1.1% | +1.0% |
| 30D | +5.5% | -3.1% | +8.6% | +8.8% |
| 3M | -1.2% | -3.5% | +2.3% | +2.4% |
| 6M | +7.3% | +0.5% | +6.8% | +6.2% |
| YTD | +17.7% | +10.8% | +6.9% | +4.9% |
| 1Y | +21.4% | +11.9% | +9.6% | +7.1% |
| 3Y | +69.1% | +73.0% | -3.8% | -5.0% |
| 5Y | +44.1% | +58.6% | -14.5% | -11.2% |
| 10Y | +127.0% | +219.2% | -92.2% | -29.8% |
| All | +456.2% | +355.4% | +100.8% | +22.9% |
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