-83.5%
ISPR price history and return analytics
+75.6%
-159.1%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.1% | +3.0% | +2.8% |
| 7D | +18.7% | -0.7% | +19.4% | +19.7% |
| 30D | +21.1% | -1.7% | +22.8% | +23.6% |
| 3M | +2.3% | -2.3% | +4.6% | +4.9% |
| 6M | +7.9% | +1.5% | +6.4% | +4.2% |
| YTD | -36.4% | +12.0% | -48.5% | -46.4% |
| 1Y | +9.9% | +12.9% | -3.0% | -8.8% |
| All | -83.5% | +75.6% | -159.1% | -98.1% |
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