-9.0%
ICLN vs VT
+11.9%
-20.9%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.4% |
| 7D | -1.5% | +2.9% | -4.4% | -5.7% |
| 30D | -7.5% | -2.5% | -4.9% | -3.8% |
| 3M | -13.6% | -3.3% | -10.3% | -8.9% |
| 6M | -25.4% | +1.5% | -27.0% | -26.5% |
| YTD | -3.0% | +11.4% | -14.3% | -16.2% |
| 1Y | -9.0% | +11.9% | -20.9% | -22.0% |
| All | -9.0% | +11.9% | -20.9% | -22.0% |
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