+108.4%
ISD price history and return analytics
+346.9%
-238.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | -0.6% |
| 7D | +0.6% | +0.4% | +0.2% | +0.4% |
| 30D | +1.1% | -2.6% | +3.7% | +2.4% |
| 3M | -4.4% | -3.2% | -1.1% | -2.9% |
| 6M | -8.6% | +0.9% | -9.5% | -9.1% |
| YTD | -12.9% | +11.3% | -24.2% | -17.6% |
| 1Y | -11.2% | +14.0% | -25.2% | -17.0% |
| 3Y | +34.6% | +75.8% | -41.3% | +0.9% |
| 5Y | +14.6% | +57.8% | -43.2% | -10.2% |
| 10Y | +87.9% | +219.8% | -131.9% | +7.9% |
| All | +108.4% | +346.9% | -238.5% | +12.3% |
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