-81.9%
ISPR price history and return analytics
+69.7%
-151.7%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.2% | +8.2% | +8.1% |
| 7D | +14.8% | -2.3% | +17.1% | +17.7% |
| 30D | +9.9% | -5.0% | +14.9% | +16.3% |
| 3M | -6.6% | -4.9% | -1.7% | -1.5% |
| 6M | -7.7% | -1.5% | -6.2% | -8.1% |
| YTD | -44.6% | +8.5% | -53.1% | -51.6% |
| 1Y | -5.2% | +11.4% | -16.6% | -20.6% |
| 3Y | -81.9% | +70.1% | -152.0% | -97.2% |
| All | -81.9% | +69.7% | -151.7% | -97.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling