-100.0%
ISPC price history and return analytics
+65.7%
-165.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -1.9% |
| 7D | +4.0% | -0.1% | +4.2% | +4.2% |
| 30D | -30.8% | -0.7% | -30.1% | -30.5% |
| 3M | -46.9% | +4.0% | -50.9% | -48.7% |
| 6M | -83.1% | +12.3% | -95.4% | -84.8% |
| YTD | -85.1% | +14.0% | -99.1% | -86.8% |
| 1Y | -98.0% | +20.3% | -118.3% | -98.3% |
| 3Y | -99.7% | +75.4% | -175.2% | -99.8% |
| 5Y | -100.0% | +66.0% | -165.9% | -100.0% |
| All | -100.0% | +65.7% | -165.7% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling