-77.6%
ISPR price history and return analytics
+79.2%
-156.8%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.6% |
| 7D | +9.0% | +2.4% | +6.7% | +6.6% |
| 30D | +20.7% | -1.5% | +22.2% | +22.7% |
| 3M | +6.3% | -4.1% | +10.4% | +11.0% |
| 6M | -1.7% | +0.6% | -2.3% | -3.7% |
| YTD | -39.6% | +11.0% | -50.7% | -47.6% |
| 1Y | -12.0% | +13.3% | -25.3% | -25.6% |
| 3Y | -84.4% | +73.4% | -157.7% | -92.3% |
| All | -77.6% | +79.2% | -156.8% | -90.3% |
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