+165.6%
ISOU price history and return analytics
+184.8%
-19.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.5% |
| 7D | -10.4% | +2.4% | -12.8% | -13.4% |
| 30D | -8.8% | -1.5% | -7.3% | -6.2% |
| 3M | -27.4% | -4.1% | -23.3% | -21.5% |
| 6M | -38.8% | +0.6% | -39.3% | -37.5% |
| YTD | -17.9% | +11.0% | -28.9% | -27.0% |
| 1Y | -7.5% | +13.3% | -20.9% | -20.0% |
| 3Y | -29.3% | +73.4% | -102.7% | -66.4% |
| 5Y | -56.6% | +57.4% | -114.0% | -75.4% |
| All | +165.6% | +184.8% | -19.2% | +19.8% |
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