+88.7%
ISVL price history and return analytics
+82.0%
+6.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.2% | +0.2% |
| 7D | -2.2% | -2.0% | -0.2% | -0.4% |
| 30D | +1.5% | -1.4% | +2.9% | +2.8% |
| 3M | +8.3% | +4.7% | +3.5% | +3.7% |
| 6M | +11.5% | +11.4% | +0.1% | +1.0% |
| YTD | +16.0% | +13.1% | +3.0% | +3.7% |
| 1Y | +25.3% | +19.0% | +6.3% | +6.7% |
| 3Y | +92.7% | +73.9% | +18.8% | +15.1% |
| 5Y | +74.0% | +65.4% | +8.6% | +7.9% |
| All | +88.7% | +82.0% | +6.7% | +7.0% |
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