+309.7%
ISOU price history and return analytics
+194.4%
+115.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.5% | +3.4% | +3.6% |
| 7D | +7.7% | +1.0% | +6.7% | +6.0% |
| 30D | +10.6% | -0.2% | +10.8% | +11.2% |
| 3M | +10.9% | +4.5% | +6.3% | +4.3% |
| 6M | +13.3% | +14.1% | -0.8% | -5.0% |
| YTD | +26.6% | +14.8% | +11.8% | +5.8% |
| 1Y | +34.9% | +21.2% | +13.7% | +4.4% |
| 3Y | +4.7% | +76.6% | -71.8% | -52.2% |
| 5Y | -8.9% | +66.6% | -75.5% | -52.4% |
| All | +309.7% | +194.4% | +115.3% | +73.7% |
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 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