+31.6%
ICUI vs VT
+10.7%
+20.9%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.1% | +1.2% | +1.2% |
| 7D | -0.6% | -4.2% | +3.6% | +3.7% |
| 30D | +5.0% | -5.8% | +10.8% | +11.4% |
| 3M | +0.8% | -5.2% | +6.0% | +6.3% |
| 6M | +43.3% | +0.1% | +43.1% | +41.1% |
| YTD | +17.5% | +8.2% | +9.3% | +7.5% |
| 1Y | +31.6% | +10.1% | +21.5% | +18.9% |
| All | +31.6% | +10.7% | +20.9% | +18.9% |
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