+32.7%
ISD price history and return analytics
+76.6%
-43.9%
-13.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.4% |
| 7D | +0.2% | +1.0% | -0.8% | -0.3% |
| 30D | -1.7% | -0.2% | -1.5% | -1.6% |
| 3M | -2.0% | +4.5% | -6.6% | -4.2% |
| 6M | -8.5% | +14.1% | -22.5% | -14.5% |
| YTD | -10.4% | +14.8% | -25.2% | -16.6% |
| 1Y | -8.0% | +21.2% | -29.2% | -16.7% |
| 3Y | +32.7% | +76.6% | -43.9% | -2.7% |
| All | +32.7% | +76.6% | -43.9% | -2.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling