+185.7%
ICCC price history and return analytics
+346.0%
-160.3%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.6% |
| 7D | -4.5% | -2.3% | -2.2% | -3.7% |
| 30D | +1.1% | -5.0% | +6.1% | +2.8% |
| 3M | -11.1% | -4.9% | -6.2% | -9.6% |
| 6M | +13.2% | -1.5% | +14.7% | +13.6% |
| YTD | +59.3% | +8.5% | +50.9% | +54.8% |
| 1Y | +55.3% | +11.4% | +43.9% | +49.6% |
| 3Y | +87.0% | +70.1% | +17.0% | +56.3% |
| 5Y | +9.0% | +53.7% | -44.7% | -6.7% |
| 10Y | +90.7% | +220.0% | -129.3% | +24.0% |
| All | +185.7% | +346.0% | -160.3% | +53.7% |
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 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