+625.8%
ICUI vs VT
+374.2%
+251.6%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -4.3% | +0.4% | -4.7% | -4.6% |
| 30D | +0.7% | +1.0% | -0.3% | +0.1% |
| 3M | +24.2% | +2.4% | +21.8% | +22.1% |
| 6M | +17.6% | +12.0% | +5.6% | +8.9% |
| YTD | +17.5% | +15.3% | +2.1% | +6.7% |
| 1Y | +33.4% | +22.6% | +10.8% | +16.3% |
| 3Y | +15.7% | +74.7% | -59.0% | -19.1% |
| 5Y | -17.4% | +66.1% | -83.5% | -40.2% |
| 10Y | +32.0% | +225.0% | -193.0% | -36.8% |
| All | +625.8% | +374.2% | +251.6% | +192.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling