+97.5%
ICCC price history and return analytics
+224.4%
-126.9%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -1.0% |
| 7D | -1.7% | -0.7% | -1.0% | -1.5% |
| 30D | +6.1% | -1.7% | +7.9% | +6.6% |
| 3M | -6.9% | -2.3% | -4.6% | -6.4% |
| 6M | +20.6% | +1.5% | +19.1% | +20.0% |
| YTD | +65.7% | +12.0% | +53.6% | +60.7% |
| 1Y | +62.5% | +12.9% | +49.7% | +57.4% |
| 3Y | +88.7% | +74.9% | +13.8% | +64.3% |
| 5Y | +10.6% | +59.9% | -49.3% | -2.7% |
| 10Y | +97.5% | +224.6% | -127.1% | +70.9% |
| All | +97.5% | +224.4% | -126.9% | +70.9% |
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 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