+0.4%
IUSB price history and return analytics
+57.0%
-56.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | -1.4% | +2.4% | -3.8% | -1.7% |
| 30D | +0.5% | -1.5% | +2.0% | +0.7% |
| 3M | -1.7% | -4.1% | +2.4% | -1.3% |
| 6M | -1.5% | +0.6% | -2.1% | -1.7% |
| YTD | -1.3% | +11.0% | -12.4% | -2.6% |
| 1Y | -0.9% | +13.3% | -14.2% | -2.4% |
| 3Y | +14.9% | +73.4% | -58.5% | +7.2% |
| All | +0.4% | +57.0% | -56.7% | -7.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling