+25.1%
ISTB price history and return analytics
+221.8%
-196.7%
-9.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | -0.7% | +2.4% | -3.1% | -0.8% |
| 30D | +0.3% | -1.5% | +1.8% | +0.4% |
| 3M | -0.7% | -4.1% | +3.4% | -0.6% |
| 6M | 0.0% | +0.6% | -0.5% | 0.0% |
| YTD | +0.4% | +11.0% | -10.6% | 0.0% |
| 1Y | +1.1% | +13.3% | -12.2% | +0.7% |
| 3Y | +14.9% | +73.4% | -58.5% | +12.6% |
| 5Y | +10.4% | +57.4% | -47.0% | +8.3% |
| All | +25.1% | +221.8% | -196.7% | +20.5% |
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