+17.4%
ICUI vs VT
+214.8%
-197.4%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.1% | +1.2% | +0.7% |
| 7D | -0.6% | -4.2% | +3.6% | +3.3% |
| 30D | +5.0% | -5.8% | +10.8% | +10.6% |
| 3M | +0.8% | -5.2% | +6.0% | +5.6% |
| 6M | +43.3% | +0.1% | +43.1% | +42.8% |
| YTD | +17.5% | +8.2% | +9.3% | +9.7% |
| 1Y | +31.6% | +10.1% | +21.5% | +21.0% |
| 3Y | +63.4% | +69.7% | -6.2% | +6.4% |
| 5Y | -30.5% | +53.4% | -83.9% | -51.5% |
| All | +17.4% | +214.8% | -197.4% | -54.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling