-93.5%
IZM price history and return analytics
+97.3%
-190.8%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +0.9% | -9.0% | -7.8% |
| 7D | -7.7% | -1.1% | -6.6% | -8.0% |
| 30D | -27.6% | -1.0% | -26.6% | -27.8% |
| 3M | -55.1% | +3.2% | -58.3% | -54.7% |
| 6M | -62.3% | +12.5% | -74.8% | -60.2% |
| YTD | -91.5% | +14.1% | -105.6% | -91.1% |
| 1Y | -91.3% | +18.9% | -110.2% | -90.7% |
| 3Y | -97.9% | +74.1% | -172.0% | -97.4% |
| All | -93.5% | +97.3% | -190.8% | -88.1% |
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 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