-91.3%
IZM price history and return analytics
+19.6%
-110.9%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +0.9% | -9.0% | -7.3% |
| 7D | -7.7% | -1.1% | -6.6% | -8.5% |
| 30D | -27.6% | -1.0% | -26.6% | -28.1% |
| 3M | -55.1% | +3.2% | -58.3% | -54.1% |
| 6M | -62.3% | +12.5% | -74.8% | -53.8% |
| YTD | -91.5% | +14.1% | -105.6% | -89.7% |
| 1Y | -91.3% | +18.9% | -110.2% | -89.3% |
| All | -91.3% | +19.6% | -110.9% | -89.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling