+196.6%
ISOU price history and return analytics
+178.3%
+18.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.2% | +5.5% | +5.3% |
| 7D | -3.8% | -2.3% | -1.5% | -0.4% |
| 30D | -14.2% | -5.0% | -9.2% | -6.8% |
| 3M | -18.1% | -4.9% | -13.2% | -10.5% |
| 6M | -32.1% | -1.5% | -30.6% | -28.6% |
| YTD | -8.4% | +8.5% | -16.8% | -15.7% |
| 1Y | +3.0% | +11.4% | -8.4% | -8.4% |
| 3Y | -20.5% | +70.1% | -90.6% | -61.2% |
| 5Y | -54.5% | +53.7% | -108.2% | -73.2% |
| All | +196.6% | +178.3% | +18.3% | +38.3% |
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