+22.0%
ICHR vs VT
+66.2%
-44.2%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | 0.0% | +6.8% | +6.8% |
| 7D | +1.7% | +0.4% | +1.2% | +0.6% |
| 30D | -14.0% | +1.0% | -15.0% | -15.8% |
| 3M | -20.7% | +2.4% | -23.0% | -22.6% |
| 6M | +20.9% | +12.0% | +8.9% | -3.5% |
| YTD | +205.9% | +15.3% | +190.6% | +130.5% |
| 1Y | +241.1% | +22.6% | +218.5% | +131.6% |
| 3Y | +52.0% | +74.7% | -22.7% | -47.3% |
| All | +22.0% | +66.2% | -44.2% | -47.4% |
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 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