+107.0%
ISD price history and return analytics
+335.6%
-228.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.7% | +0.8% |
| 7D | +0.6% | -2.3% | +2.9% | +1.7% |
| 30D | +1.9% | -5.0% | +6.8% | +4.4% |
| 3M | -4.6% | -4.9% | +0.2% | -2.3% |
| 6M | -9.3% | -1.5% | -7.8% | -8.8% |
| YTD | -13.4% | +8.5% | -21.9% | -17.1% |
| 1Y | -11.5% | +11.4% | -22.9% | -16.3% |
| 3Y | +32.6% | +70.1% | -37.5% | +1.0% |
| 5Y | +13.9% | +53.7% | -39.9% | -9.7% |
| 10Y | +86.7% | +220.0% | -133.2% | +7.9% |
| All | +107.0% | +335.6% | -228.6% | +13.0% |
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