+86.8%
ISD price history and return analytics
+222.7%
-135.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.2% |
| 7D | -1.0% | +2.9% | -3.9% | -2.6% |
| 30D | -1.2% | -2.5% | +1.3% | +0.1% |
| 3M | -6.9% | -3.3% | -3.5% | -5.2% |
| 6M | -9.7% | +1.5% | -11.3% | -10.7% |
| YTD | -15.1% | +11.4% | -26.5% | -20.4% |
| 1Y | -13.9% | +11.9% | -25.8% | -19.5% |
| 3Y | +30.8% | +73.9% | -43.0% | -5.9% |
| 5Y | +11.7% | +57.9% | -46.2% | -15.8% |
| All | +86.8% | +222.7% | -135.8% | -5.8% |
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 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