-96.7%
ICCM vs VT
+11.9%
-108.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.9% | -5.0% |
| 7D | +1.6% | +2.9% | -1.3% | -0.4% |
| 30D | -36.3% | -2.5% | -33.8% | -35.5% |
| 3M | -77.4% | -3.3% | -74.1% | -77.1% |
| 6M | -90.3% | +1.5% | -91.8% | -90.6% |
| YTD | -96.2% | +11.4% | -107.5% | -97.0% |
| 1Y | -96.7% | +11.9% | -108.6% | -97.4% |
| All | -96.7% | +11.9% | -108.6% | -97.4% |
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