+198.0%
ICCC price history and return analytics
+357.6%
-159.7%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.6% | +1.7% | +3.4% |
| 7D | -3.2% | +0.4% | -3.6% | -3.3% |
| 30D | +4.3% | -2.6% | +6.9% | +5.2% |
| 3M | -7.1% | -3.2% | -3.9% | -6.0% |
| 6M | +27.0% | +0.9% | +26.0% | +26.4% |
| YTD | +66.2% | +11.3% | +54.9% | +60.1% |
| 1Y | +67.5% | +14.0% | +53.5% | +60.2% |
| 3Y | +87.2% | +75.8% | +11.3% | +54.7% |
| 5Y | +14.4% | +57.8% | -43.4% | -2.9% |
| 10Y | +92.5% | +219.8% | -127.3% | +25.4% |
| All | +198.0% | +357.6% | -159.7% | +58.9% |
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 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