+35.9%
ICCC price history and return analytics
+222.7%
-186.7%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.4% | +0.9% |
| 7D | -0.9% | -0.1% | -0.8% | -0.9% |
| 30D | -9.7% | -0.7% | -9.0% | -9.5% |
| 3M | +1.4% | +4.0% | -2.6% | +0.4% |
| 6M | +52.9% | +12.3% | +40.6% | +48.4% |
| YTD | +61.1% | +14.0% | +47.1% | +55.7% |
| 1Y | +60.9% | +20.3% | +40.6% | +53.5% |
| 3Y | +114.0% | +75.4% | +38.6% | +87.0% |
| 5Y | +6.7% | +66.0% | -59.3% | -6.6% |
| 10Y | +35.9% | +228.2% | -192.3% | +17.7% |
| All | +35.9% | +222.7% | -186.7% | +17.7% |
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