-96.5%
ICCM vs VT
+13.3%
-109.7%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | 0.0% | -8.6% | -8.6% |
| 7D | -25.1% | -1.6% | -23.5% | -24.6% |
| 30D | -50.9% | -2.5% | -48.4% | -50.4% |
| 3M | -72.3% | -1.3% | -71.0% | -72.0% |
| 6M | -91.5% | +3.1% | -94.6% | -92.2% |
| YTD | -95.8% | +10.9% | -106.7% | -96.7% |
| All | -96.5% | +13.3% | -109.7% | -97.3% |
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