+183.7%
ISRA price history and return analytics
+304.6%
-121.0%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.5% |
| 7D | +1.2% | +2.4% | -1.2% | -1.0% |
| 30D | -6.0% | -1.5% | -4.5% | -4.6% |
| 3M | -10.8% | -4.1% | -6.7% | -7.2% |
| 6M | -10.6% | +0.6% | -11.1% | -10.9% |
| YTD | +3.9% | +11.0% | -7.2% | -5.9% |
| 1Y | +8.7% | +13.3% | -4.6% | -3.3% |
| 3Y | +109.8% | +73.4% | +36.4% | +25.6% |
| 5Y | +26.7% | +57.4% | -30.7% | -16.7% |
| 10Y | +155.9% | +221.7% | -65.8% | -6.6% |
| All | +183.7% | +304.6% | -121.0% | -12.6% |
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