-92.9%
IZM price history and return analytics
+95.6%
-188.5%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | -0.3% |
| 7D | -2.9% | -2.0% | -0.9% | -3.5% |
| 30D | -11.0% | -1.4% | -9.6% | -11.4% |
| 3M | -70.0% | +4.7% | -74.7% | -69.3% |
| 6M | -61.0% | +11.4% | -72.4% | -59.0% |
| YTD | -90.8% | +13.1% | -103.8% | -90.3% |
| 1Y | -90.5% | +19.0% | -109.5% | -90.0% |
| 3Y | -97.7% | +73.9% | -171.6% | -97.1% |
| All | -92.9% | +95.6% | -188.5% | -87.1% |
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 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