+139.9%
ISMD price history and return analytics
+198.8%
-58.9%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | +0.3% |
| 7D | -2.2% | -2.0% | -0.2% | +0.1% |
| 30D | -4.9% | -1.4% | -3.5% | -3.3% |
| 3M | +1.2% | +4.7% | -3.5% | -4.0% |
| 6M | +19.7% | +11.4% | +8.4% | +5.7% |
| YTD | +24.5% | +13.1% | +11.5% | +8.1% |
| 1Y | +25.2% | +19.0% | +6.2% | +2.5% |
| 3Y | +58.0% | +73.9% | -16.0% | -15.8% |
| 5Y | +55.9% | +65.4% | -9.5% | -11.8% |
| All | +139.9% | +198.8% | -58.9% | -31.3% |
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 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