-32.9%
ICUI vs VT
+57.9%
-90.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.4% | -0.4% |
| 7D | -0.8% | -1.6% | +0.8% | +1.0% |
| 30D | +1.5% | -2.5% | +4.0% | +4.4% |
| 3M | -6.4% | -1.3% | -5.1% | -5.2% |
| 6M | +36.2% | +3.1% | +33.1% | +30.8% |
| YTD | +13.4% | +10.9% | +2.5% | +0.4% |
| 1Y | +31.7% | +12.1% | +19.7% | +15.1% |
| 3Y | +57.7% | +73.9% | -16.2% | -14.6% |
| All | -32.9% | +57.9% | -90.7% | -61.1% |
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